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 | $207,396 | $114,381+81.3% | $107,525+92.9% | $142,382+45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.99% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,862 | $4,015+120.7% | $3,754+136.1% | $4,299+106.1% |
| Participant deferral / active EE | $9,133 | $5,564+64.1% | $5,116+78.5% | $6,507+40.4% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |