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 | $178,800 | $111,535+60.3% | $105,223+69.9% | $137,256+30.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.23% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $17,007 | $3,939+331.7% | $3,689+361.1% | $4,156+309.2% |
| Participant deferral / active EE | $9,971 | $5,500+81.3% | $5,072+96.6% | $6,407+55.6% |
| Admin fee / account holder | $11 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |