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 | $106,446 | $227,553-53.2% | $189,557-43.8% | $167,490-36.4% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.4%+2.8pp | 82.1%-0.9pp |
| Annual return | 7.78% | 78.40%-70.6pp | 64.17%-56.4pp | 478.56%-470.8pp |
| Employer contribution / active EE | $4,058 | $5,316-23.7% | $4,412-8.0% | $4,837-16.1% |
| Participant deferral / active EE | $6,778 | $7,002-3.2% | $6,174+9.8% | $6,341+6.9% |
| Admin fee / account holder | $59 | $11,878-99.5% | $9,807-99.4% | $12,309-99.5% |