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 | $179,141 | $157,256+13.9% | $141,162+26.9% | $152,861+17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.05% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $5,269 | $5,261+0.2% | $4,735+11.3% | $4,762+10.6% |
| Participant deferral / active EE | $13,801 | $7,109+94.1% | $6,709+105.7% | $5,850+135.9% |
| Admin fee / account holder | $145 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |