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 7-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 | $33,278 | $209,411-84.1% | $178,490-81.4% | $158,922-79.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 33.81% | 188.75%-154.9pp | 151.07%-117.3pp | 302.83%-269.0pp |
| Employer contribution / active EE | $9,909 | $5,706+73.7% | $5,011+97.8% | $4,761+108.1% |
| Participant deferral / active EE | $5,811 | $5,954-2.4% | $5,202+11.7% | $5,982-2.9% |
| Admin fee / account holder | $79 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |