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 | $94,710 | $217,402-56.4% | $185,823-49.0% | $167,490-43.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.95% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $9,358 | $5,873+59.3% | $5,167+81.1% | $4,837+93.4% |
| Participant deferral / active EE | $18,294 | $6,356+187.8% | $5,568+228.6% | $6,341+188.5% |
| Admin fee / account holder | $5 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |