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 7-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 | $133,804 | $185,822-28.0% | $169,993-21.3% | $139,434-4.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.05% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $13,641 | $7,590+79.7% | $6,785+101.0% | $4,751+187.1% |
| Participant deferral / active EE | $17,143 | $11,622+47.5% | $10,408+64.7% | $6,710+155.5% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |