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 | $71,041 | $124,281-42.8% | $109,143-34.9% | $167,490-57.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 44.42% | 26.04%+18.4pp | 25.75%+18.7pp | 478.56%-434.1pp |
| Employer contribution / active EE | $8,124 | $4,207+93.1% | $3,722+118.3% | $4,837+67.9% |
| Participant deferral / active EE | $6,046 | $5,255+15.0% | $4,653+29.9% | $6,341-4.7% |
| Admin fee / account holder | $275 | $7,970-96.5% | $6,752-95.9% | $12,309-97.8% |