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 6-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 | $99,583 | $179,726-44.6% | $156,263-36.3% | $142,382-30.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 26.68% | 77.86%-51.2pp | 59.47%-32.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $6,620 | $5,069+30.6% | $4,333+52.8% | $4,299+54.0% |
| Participant deferral / active EE | $24,578 | $6,956+253.3% | $6,158+299.1% | $6,507+277.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |