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 | $195,392 | $110,887+76.2% | - | $145,922+33.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | - | 80.3%+19.7pp |
| Annual return | 13.47% | 17.59%-4.1pp | - | 561.29%-547.8pp |
| Employer contribution / active EE | $3,655 | $5,672-35.6% | - | $4,660-21.6% |
| Participant deferral / active EE | $10,209 | $5,582+82.9% | - | $6,688+52.7% |
| Admin fee / account holder | $0 | $6,317-100.0% | - | $13,397-100.0% |