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 | $106,135 | $87,540+21.2% | $75,781+40.1% | $125,391-15.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 25.36% | 13.48%+11.9pp | 9.68%+15.7pp | 282.22%-256.9pp |
| Employer contribution / active EE | $9,059 | $3,930+130.5% | $3,323+172.6% | $4,866+86.2% |
| Participant deferral / active EE | $12,037 | $4,229+184.6% | $3,651+229.6% | $5,352+124.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |