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 | $194,662 | $159,602+22.0% | $150,045+29.7% | $142,382+36.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 12.56% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,364 | $4,961-32.2% | $4,693-28.3% | $4,299-21.7% |
| Participant deferral / active EE | $8,633 | $8,310+3.9% | $7,997+8.0% | $6,507+32.7% |
| Admin fee / account holder | $93 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |