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 10-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 | $224,567 | $154,228+45.6% | $145,433+54.4% | $137,256+63.6% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 18.08% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $7,006 | $4,804+45.8% | $4,554+53.8% | $4,156+68.6% |
| Participant deferral / active EE | $17,013 | $8,216+107.1% | $7,897+115.4% | $6,407+165.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |