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 | $45,541 | $165,335-72.5% | $149,696-69.6% | $158,922-71.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.67% | 348.15%-314.5pp | 276.60%-242.9pp | 302.83%-269.2pp |
| Employer contribution / active EE | $8,625 | $5,103+69.0% | $4,644+85.7% | $4,761+81.2% |
| Participant deferral / active EE | $8,910 | $7,181+24.1% | $6,842+30.2% | $5,982+48.9% |
| Admin fee / account holder | $126 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |