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 | $231,262 | $104,664+121.0% | $85,682+169.9% | $167,490+38.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.88% | 21.45%-9.6pp | 21.49%-9.6pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,094 | $3,337-67.2% | $2,618-58.2% | $4,837-77.4% |
| Participant deferral / active EE | $14,369 | $4,824+197.8% | $3,923+266.3% | $6,341+126.6% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |