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 9-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 | $81,240 | $177,572-54.2% | $154,803-47.5% | $142,382-42.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.86% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,584 | $4,810-46.3% | $4,305-40.0% | $4,299-39.9% |
| Participant deferral / active EE | $8,043 | $6,272+28.2% | $5,540+45.2% | $6,507+23.6% |
| Admin fee / account holder | $140 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |