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 | $88,022 | $201,272-56.3% | $184,203-52.2% | $145,922-39.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 18.24% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $4,063 | $7,022-42.1% | $6,427-36.8% | $4,660-12.8% |
| Participant deferral / active EE | $11,224 | $9,806+14.5% | $9,131+22.9% | $6,688+67.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |