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 | $169,689 | $198,466-14.5% | $170,442-0.4% | $147,584+15.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.41% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $9,188 | $6,184+48.6% | $5,433+69.1% | $4,876+88.4% |
| Participant deferral / active EE | $8,096 | $5,629+43.8% | $4,939+63.9% | $5,439+48.9% |
| Admin fee / account holder | $238 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |