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 | $188,136 | $127,777+47.2% | $106,548+76.6% | $167,490+12.3% |
| Participation rate | 76.2% | 78.3%-2.1pp | 76.1%+0.1pp | 82.1%-5.9pp |
| Annual return | 12.78% | 33.87%-21.1pp | 26.80%-14.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $4,421 | $3,427+29.0% | $2,819+56.8% | $4,837-8.6% |
| Participant deferral / active EE | $8,957 | $5,087+76.1% | $4,398+103.7% | $6,341+41.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |