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 | $62,699 | $106,515-41.1% | $96,683-35.2% | $139,434-55.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,687 | $4,103+14.2% | $3,737+25.4% | $4,751-1.3% |
| Participant deferral / active EE | $7,364 | $5,454+35.0% | $4,878+51.0% | $6,710+9.7% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |