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 | $142,350 | $123,793+15.0% | $177,821-19.9% | $79,858+78.3% |
| Participation rate | 95.1% | 84.7%+10.5pp | 87.7%+7.4pp | 69.6%+25.5pp |
| Annual return | 25.23% | 22.82%+2.4pp | 48.32%-23.1pp | 31.71%-6.5pp |
| Employer contribution / active EE | $4,201 | $4,095+2.6% | $5,918-29.0% | $2,471+70.0% |
| Participant deferral / active EE | $7,873 | $5,956+32.2% | $7,714+2.1% | $3,740+110.5% |
| Admin fee / account holder | $57 | $7,243-99.2% | $12,427-99.5% | $5,306-98.9% |