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 | $60,854 | $93,571-35.0% | $135,903-55.2% | $75,163-19.0% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 22.58% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $4,107 | $3,537+16.1% | $4,856-15.4% | $2,670+53.8% |
| Participant deferral / active EE | $7,196 | $6,404+12.4% | $7,758-7.2% | $4,125+74.4% |
| Admin fee / account holder | $275 | $6,975-96.1% | $10,762-97.4% | $5,651-95.1% |