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 | $223,212 | $183,519+21.6% | $155,509+43.5% | $145,922+53.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.51% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $8,365 | $5,313+57.5% | $4,672+79.0% | $4,660+79.5% |
| Participant deferral / active EE | $9,289 | $6,462+43.7% | $5,626+65.1% | $6,688+38.9% |
| Admin fee / account holder | $231 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |