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 7-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 | $114,452 | $104,974+9.0% | $95,585+19.7% | $142,382-19.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 20.74% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,009 | $2,779+44.3% | $2,527+58.7% | $4,299-6.8% |
| Participant deferral / active EE | $9,294 | $4,352+113.5% | $4,023+131.0% | $6,507+42.8% |
| Admin fee / account holder | $297 | $6,386-95.4% | $6,127-95.2% | $12,624-97.6% |