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 | $199,165 | $124,425+60.1% | $112,040+77.8% | $137,256+45.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 20.98% | 24.72%-3.7pp | 24.52%-3.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $6,123 | $3,411+79.5% | $2,954+107.3% | $4,156+47.3% |
| Participant deferral / active EE | $16,500 | $5,718+188.5% | $5,098+223.7% | $6,407+157.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |