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 | $85,431 | $104,974-18.6% | $95,585-10.6% | $142,382-40.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 13.60% | 210.33%-196.7pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,587 | $2,779-6.9% | $2,527+2.4% | $4,299-39.8% |
| Participant deferral / active EE | $5,908 | $4,352+35.8% | $4,023+46.9% | $6,507-9.2% |
| Admin fee / account holder | $99 | $6,386-98.4% | $6,127-98.4% | $12,624-99.2% |