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 6-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 | $70,480 | $177,572-60.3% | $154,803-54.5% | $142,382-50.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.92% | 65.07%-43.1pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,257 | $4,810-11.5% | $4,305-1.1% | $4,299-1.0% |
| Participant deferral / active EE | $8,094 | $6,272+29.1% | $5,540+46.1% | $6,507+24.4% |
| Admin fee / account holder | $183 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |