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 7-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 | $195,791 | $161,352+21.3% | $134,172+45.9% | $137,256+42.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 33.29% | 28.72%+4.6pp | 25.30%+8.0pp | 220.34%-187.0pp |
| Employer contribution / active EE | $11,372 | $4,099+177.4% | $3,420+232.5% | $4,156+173.6% |
| Participant deferral / active EE | $17,640 | $5,552+217.7% | $4,690+276.1% | $6,407+175.3% |
| Admin fee / account holder | $30 | $15,028-99.8% | $12,016-99.8% | $12,270-99.8% |