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 | $221,291 | $76,407+189.6% | $150,298+47.2% | $82,448+168.4% |
| Participation rate | 76.9% | 66.4%+10.5pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 19.25% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,937 | $2,614+50.6% | $4,154-5.2% | $2,551+54.3% |
| Participant deferral / active EE | $9,459 | $3,214+194.3% | $5,453+73.5% | $4,139+128.5% |
| Admin fee / account holder | $244 | $6,352-96.2% | $14,116-98.3% | $7,234-96.6% |