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 | $45,265 | $72,071-37.2% | $68,368-33.8% | $137,256-67.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 19.97% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,104 | $2,788+11.3% | $2,649+17.2% | $4,156-25.3% |
| Participant deferral / active EE | $7,131 | $4,410+61.7% | $4,123+73.0% | $6,407+11.3% |
| Admin fee / account holder | $168 | $5,336-96.9% | $5,150-96.7% | $12,270-98.6% |