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 | $31,925 | $107,334-70.3% | $92,893-65.6% | $152,861-79.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 26.53% | 145.58%-119.1pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,440 | $4,221-65.9% | $3,653-60.6% | $4,762-69.8% |
| Participant deferral / active EE | $11,109 | $4,845+129.3% | $4,236+162.2% | $5,850+89.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |