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 | $86,910 | $165,335-47.4% | $149,696-41.9% | $158,922-45.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 26.87% | 348.15%-321.3pp | 276.60%-249.7pp | 302.83%-276.0pp |
| Employer contribution / active EE | $3,501 | $5,103-31.4% | $4,644-24.6% | $4,761-26.5% |
| Participant deferral / active EE | $10,400 | $7,181+44.8% | $6,842+52.0% | $5,982+73.9% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |