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 | $61,493 | $107,452-42.8% | $91,541-32.8% | $142,382-56.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 20.52% | 22.06%-1.5pp | 20.50%0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,263 | $2,994+9.0% | $2,505+30.3% | $4,299-24.1% |
| Participant deferral / active EE | $5,483 | $4,754+15.3% | $4,008+36.8% | $6,507-15.7% |
| Admin fee / account holder | $239 | $8,834-97.3% | $6,956-96.6% | $12,624-98.1% |