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 | $96,881 | $202,318-52.1% | $172,739-43.9% | $152,861-36.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.74% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,832 | $5,856-34.6% | $5,143-25.5% | $4,762-19.5% |
| Participant deferral / active EE | $13,969 | $5,948+134.9% | $5,198+168.8% | $5,850+138.8% |
| Admin fee / account holder | $207 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |