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 | $85,353 | $118,450-27.9% | $98,439-13.3% | $139,434-38.8% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 22.80% | 18.94%+3.9pp | 21.16%+1.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $3,456 | $3,609-4.3% | $3,048+13.4% | $4,751-27.3% |
| Participant deferral / active EE | $8,845 | $5,392+64.0% | $4,738+86.7% | $6,710+31.8% |
| Admin fee / account holder | $96 | $14,026-99.3% | $8,948-98.9% | $11,403-99.2% |