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 | $18,636 | $115,882-83.9% | $100,516-81.5% | $158,922-88.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 49.08% | 34.79%+14.3pp | 30.89%+18.2pp | 302.83%-253.7pp |
| Employer contribution / active EE | $8,352 | $4,103+103.6% | $3,418+144.4% | $4,761+75.4% |
| Participant deferral / active EE | $7,094 | $6,674+6.3% | $6,270+13.1% | $5,982+18.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |