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 8-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 | $211,664 | $95,266+122.2% | $82,389+156.9% | $142,382+48.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 19.39% | 25.74%-6.4pp | 28.67%-9.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,545 | $2,991-14.9% | $2,517+1.1% | $4,299-40.8% |
| Participant deferral / active EE | $8,556 | $4,809+77.9% | $4,155+105.9% | $6,507+31.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |