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 | $55,756 | $209,411-73.4% | $178,490-68.8% | $158,922-64.9% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 28.27% | 188.75%-160.5pp | 151.07%-122.8pp | 302.83%-274.6pp |
| Employer contribution / active EE | $3,549 | $5,706-37.8% | $5,011-29.2% | $4,761-25.5% |
| Participant deferral / active EE | $7,323 | $5,954+23.0% | $5,202+40.8% | $5,982+22.4% |
| Admin fee / account holder | $211 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |