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 6-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 | $85,163 | $109,817-22.4% | $98,442-13.5% | $167,490-49.2% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 14.25% | 1956.69%-1942.4pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,318 | $3,224+2.9% | $2,960+12.1% | $4,837-31.4% |
| Participant deferral / active EE | $2,181 | $4,673-53.3% | $4,276-49.0% | $6,341-65.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |