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 | $133,228 | $198,466-32.9% | $170,442-21.8% | $147,584-9.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.20% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $7,757 | $6,184+25.4% | $5,433+42.8% | $4,876+59.1% |
| Participant deferral / active EE | $7,000 | $5,629+24.3% | $4,939+41.7% | $5,439+28.7% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |