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 | $182,696 | $91,190+100.3% | $178,490+2.4% | $79,858+128.8% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 16.42% | 24.19%-7.8pp | 151.07%-134.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $6,572 | $3,256+101.9% | $5,011+31.2% | $2,471+166.0% |
| Participant deferral / active EE | $4,473 | $3,236+38.2% | $5,202-14.0% | $3,740+19.6% |
| Admin fee / account holder | $10 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |