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 | $167,329 | $185,822-10.0% | $169,993-1.6% | $139,434+20.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.82% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $9,055 | $7,590+19.3% | $6,785+33.4% | $4,751+90.6% |
| Participant deferral / active EE | $11,196 | $11,622-3.7% | $10,408+7.6% | $6,710+66.8% |
| Admin fee / account holder | $62 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |