See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,075 | $180,749+17.9% | $160,784+32.5% | $137,256+55.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 12.91% | 2234.46%-2221.6pp | 1803.92%-1791.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $8,093 | $4,155+94.8% | $3,733+116.8% | $4,156+94.7% |
| Participant deferral / active EE | $5,028 | $6,844-26.5% | $6,293-20.1% | $6,407-21.5% |
| Admin fee / account holder | $125 | $10,397-98.8% | $9,717-98.7% | $12,270-99.0% |