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 | $66,518 | $93,571-28.9% | $135,903-51.1% | $75,163-11.5% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,220 | $3,537-8.9% | $4,856-33.7% | $2,670+20.6% |
| Participant deferral / active EE | $8,616 | $6,404+34.5% | $7,758+11.1% | $4,125+108.9% |
| Admin fee / account holder | $77 | $6,975-98.9% | $10,762-99.3% | $5,651-98.6% |