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 | $139,845 | $62,586+123.4% | $76,768+82.2% | $64,186+117.9% |
| Participation rate | 90.5% | 72.8%+17.7pp | 77.0%+13.5pp | 69.6%+20.9pp |
| Annual return | 11.04% | -1.95%+13.0pp | 2.43%+8.6pp | 7.63%+3.4pp |
| Employer contribution / active EE | $9,792 | $1,832+434.5% | $2,485+294.0% | $2,381+311.3% |
| Participant deferral / active EE | $10,113 | $3,145+221.6% | $3,852+162.6% | $3,470+191.5% |
| Admin fee / account holder | $256 | $4,667-94.5% | $6,675-96.2% | $4,888-94.8% |