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 | $226,613 | $91,190+148.5% | $178,490+27.0% | $79,858+183.8% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 16.63% | 24.19%-7.6pp | 151.07%-134.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $9,379 | $3,256+188.1% | $5,011+87.2% | $2,471+279.6% |
| Participant deferral / active EE | $5,474 | $3,236+69.1% | $5,202+5.2% | $3,740+46.4% |
| Admin fee / account holder | $60 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |