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 | $193,739 | $165,335+17.2% | $149,696+29.4% | $158,922+21.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 21.41% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,964 | $5,103-41.9% | $4,644-36.2% | $4,761-37.7% |
| Participant deferral / active EE | $2,853 | $7,181-60.3% | $6,842-58.3% | $5,982-52.3% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |