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 | $69,152 | $158,398-56.3% | $126,539-45.4% | $142,382-51.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.67% | 593.76%-578.1pp | 425.95%-410.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $16,391 | $4,650+252.5% | $3,674+346.1% | $4,299+281.3% |
| Participant deferral / active EE | $13,912 | $4,767+191.8% | $4,083+240.8% | $6,507+113.8% |
| Admin fee / account holder | $182 | $6,918-97.4% | $6,065-97.0% | $12,624-98.6% |