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 9-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 | $36,776 | $29,660+24.0% | $56,411-34.8% | $80,856-54.5% |
| Participation rate | 92.7% | 41.6%+51.0pp | 52.5%+40.2pp | 67.6%+25.0pp |
| Annual return | 11.04% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,005 | $669+348.9% | $1,039+189.3% | $2,755+9.1% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $76 | $2,428-96.9% | $2,829-97.3% | $6,918-98.9% |