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 | $86,484 | $69,207+25.0% | $64,056+35.0% | $139,434-38.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.71% | 45.88%-29.2pp | 33.69%-17.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,315 | $3,182+35.6% | $2,747+57.1% | $4,751-9.2% |
| Participant deferral / active EE | $4,315 | $4,682-7.8% | $3,880+11.2% | $6,710-35.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |