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 9-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 | $117,966 | $99,652+18.4% | $78,778+49.7% | $147,584-20.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 16.75% | 47.28%-30.5pp | 35.62%-18.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,374 | $2,796+20.7% | $1,986+69.9% | $4,876-30.8% |
| Participant deferral / active EE | $6,457 | $3,664+76.3% | $2,958+118.3% | $5,439+18.7% |
| Admin fee / account holder | $212 | $7,155-97.0% | $5,134-95.9% | $10,885-98.1% |