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 | $110,076 | $110,257-0.2% | $96,544+14.0% | $139,434-21.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.18% | 26.32%-1.1pp | 25.84%-0.7pp | 372.94%-347.8pp |
| Employer contribution / active EE | $4,149 | $3,620+14.6% | $2,965+40.0% | $4,751-12.7% |
| Participant deferral / active EE | $13,118 | $5,548+136.4% | $4,851+170.4% | $6,710+95.5% |
| Admin fee / account holder | $6 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |