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 | $31,246 | $115,770-73.0% | $101,248-69.1% | $158,922-80.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.22% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,225 | $4,175-46.7% | $3,660-39.2% | $4,761-53.3% |
| Participant deferral / active EE | $5,494 | $4,957+10.8% | $4,370+25.7% | $5,982-8.2% |
| Admin fee / account holder | $163 | $7,245-97.7% | $5,945-97.3% | $11,246-98.5% |