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 7-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 | $65,292 | $177,572-63.2% | $154,803-57.8% | $142,382-54.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.68% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,438 | $4,810-49.3% | $4,305-43.4% | $4,299-43.3% |
| Participant deferral / active EE | $11,161 | $6,272+78.0% | $5,540+101.4% | $6,507+71.5% |
| Admin fee / account holder | $297 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |