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 7-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 | $41,544 | $76,312-45.6% | $67,221-38.2% | $158,922-73.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 34.73% | 22.77%+12.0pp | 20.72%+14.0pp | 302.83%-268.1pp |
| Employer contribution / active EE | $3,346 | $4,476-25.3% | $3,723-10.1% | $4,761-29.7% |
| Participant deferral / active EE | $13,456 | $5,264+155.6% | $4,384+206.9% | $5,982+124.9% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |