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 9-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 | $193,550 | $214,378-9.7% | $200,582-3.5% | $142,382+35.9% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 25.85% | 46.41%-20.6pp | 42.33%-16.5pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,564 | $6,841-33.3% | $6,419-28.9% | $4,299+6.2% |
| Participant deferral / active EE | $20,969 | $9,865+112.6% | $9,331+124.7% | $6,507+222.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |