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 | $29,708 | $100,852-70.5% | $90,404-67.1% | $158,922-81.3% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.7%+1.0pp | 82.0%-8.3pp |
| Annual return | 11.36% | 1724.20%-1712.8pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $3,801 | $3,689+3.0% | $3,262+16.5% | $4,761-20.2% |
| Participant deferral / active EE | $6,259 | $4,348+44.0% | $3,963+57.9% | $5,982+4.6% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |