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 | $70,286 | $165,984-57.7% | $164,813-57.4% | $145,922-51.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 12.95% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,793 | $5,273-28.1% | $4,341-12.6% | $4,660-18.6% |
| Participant deferral / active EE | $11,565 | $6,959+66.2% | $6,031+91.7% | $6,688+72.9% |
| Admin fee / account holder | $276 | $16,648-98.3% | $12,690-97.8% | $13,397-97.9% |