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 | $157,764 | $197,591-20.2% | $177,821-11.3% | $158,922-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.32% | 58.76%-36.4pp | 48.32%-26.0pp | 302.83%-280.5pp |
| Employer contribution / active EE | $14,383 | $6,697+114.7% | $5,918+143.0% | $4,761+202.1% |
| Participant deferral / active EE | $10,251 | $8,405+22.0% | $7,714+32.9% | $5,982+71.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |