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 5-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 | $49,180 | $169,032-70.9% | $129,207-61.9% | $145,922-66.3% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 16.72% | 14330.11%-14313.4pp | 9417.33%-9400.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,568 | $5,537-35.6% | $4,153-14.1% | $4,660-23.4% |
| Participant deferral / active EE | $5,770 | $4,987+15.7% | $4,168+38.5% | $6,688-13.7% |
| Admin fee / account holder | $186 | $9,954-98.1% | $7,715-97.6% | $13,397-98.6% |