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 | $207,837 | $148,534+39.9% | $135,903+52.9% | $139,434+49.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 79.19%-66.6pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $4,658 | $5,243-11.2% | $4,856-4.1% | $4,751-2.0% |
| Participant deferral / active EE | $7,780 | $8,100-4.0% | $7,758+0.3% | $6,710+15.9% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |