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 | $51,799 | $99,921-48.2% | $85,009-39.1% | $145,959-64.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 83.89%-71.6pp | 66.47%-54.2pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,430 | $3,233-24.8% | $2,728-10.9% | $4,661-47.9% |
| Participant deferral / active EE | $10,579 | $5,293+99.9% | $4,522+134.0% | $6,689+58.2% |
| Admin fee / account holder | $226 | $7,252-96.9% | $6,153-96.3% | $13,398-98.3% |