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 10-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 | $220,183 | $85,022+159.0% | $70,515+212.3% | $139,434+57.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.82% | 30.38%-9.6pp | 32.77%-12.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,733 | $3,909-4.5% | $2,973+25.6% | $4,751-21.4% |
| Participant deferral / active EE | $4,500 | $5,890-23.6% | $4,567-1.5% | $6,710-32.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |