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 | $236,130 | $111,535+111.7% | $105,223+124.4% | $137,256+72.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 20.95% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,964 | $3,939+0.6% | $3,689+7.5% | $4,156-4.6% |
| Participant deferral / active EE | $10,861 | $5,500+97.5% | $5,072+114.1% | $6,407+69.5% |
| Admin fee / account holder | $7 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |