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 | $54,304 | $99,652-45.5% | $78,778-31.1% | $147,584-63.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 41.65% | 47.28%-5.6pp | 35.62%+6.0pp | 578.55%-536.9pp |
| Employer contribution / active EE | $19,807 | $2,796+608.5% | $1,986+897.5% | $4,876+306.2% |
| Participant deferral / active EE | $9,000 | $3,664+145.7% | $2,958+204.2% | $5,439+65.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |