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 | $36,551 | $121,625-69.9% | $104,607-65.1% | $158,922-77.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 59.68% | 465.26%-405.6pp | 340.46%-280.8pp | 302.83%-243.1pp |
| Employer contribution / active EE | $14,370 | $3,163+354.3% | $2,681+436.1% | $4,761+201.8% |
| Participant deferral / active EE | $12,094 | $4,177+189.5% | $3,740+223.4% | $5,982+102.2% |
| Admin fee / account holder | $12 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |