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 8-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 | $237,635 | $111,754+112.6% | $103,333+130.0% | $145,922+62.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.09% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $18,708 | $4,212+344.1% | $3,868+383.7% | $4,660+301.5% |
| Participant deferral / active EE | $13,596 | $5,619+142.0% | $5,057+168.8% | $6,688+103.3% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |