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 | $168,230 | $177,572-5.3% | $154,803+8.7% | $142,382+18.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.05% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $11,007 | $4,810+128.8% | $4,305+155.7% | $4,299+156.0% |
| Participant deferral / active EE | $6,773 | $6,272+8.0% | $5,540+22.2% | $6,507+4.1% |
| Admin fee / account holder | $98 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |