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 | $21,637 | $138,065-84.3% | $123,544-82.5% | $135,375-84.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 12.32% | 153.68%-141.4pp | 119.20%-106.9pp | 519.73%-507.4pp |
| Employer contribution / active EE | $2,440 | $5,151-52.6% | $4,628-47.3% | $4,779-49.0% |
| Participant deferral / active EE | $3,459 | $6,799-49.1% | $6,426-46.2% | $5,609-38.3% |
| Admin fee / account holder | $212 | $10,916-98.1% | $9,284-97.7% | $10,827-98.0% |