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 9-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 | $109,698 | $201,272-45.5% | $184,203-40.4% | $145,922-24.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.00% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,842 | $7,022-59.5% | $6,427-55.8% | $4,660-39.0% |
| Participant deferral / active EE | $5,222 | $9,806-46.8% | $9,131-42.8% | $6,688-21.9% |
| Admin fee / account holder | $56 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |