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 | $223,313 | $214,378+4.2% | $200,582+11.3% | $142,382+56.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.06% | 46.41%-28.3pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,983 | $6,841-56.4% | $6,419-53.5% | $4,299-30.6% |
| Participant deferral / active EE | $11,138 | $9,865+12.9% | $9,331+19.4% | $6,507+71.2% |
| Admin fee / account holder | $185 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |