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 | $52,755 | $88,751-40.6% | $81,812-35.5% | $145,922-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.78% | 1025.40%-1006.6pp | 773.79%-755.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,857 | $3,083+25.1% | $2,912+32.4% | $4,660-17.2% |
| Participant deferral / active EE | $4,895 | $4,643+5.4% | $4,319+13.3% | $6,688-26.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |