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 | $146,176 | $179,726-18.7% | $156,263-6.5% | $142,382+2.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.16% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,550 | $5,069+127.8% | $4,333+166.6% | $4,299+168.7% |
| Participant deferral / active EE | $12,066 | $6,956+73.5% | $6,158+95.9% | $6,507+85.4% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |