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 8-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 | $56,497 | $202,318-72.1% | $172,739-67.3% | $152,861-63.0% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 23.82% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,163 | $5,856-63.1% | $5,143-57.9% | $4,762-54.6% |
| Participant deferral / active EE | $8,164 | $5,948+37.3% | $5,198+57.1% | $5,850+39.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |