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 | $124,060 | $74,888+65.7% | $71,209+74.2% | $142,382-12.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.86% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,863 | $2,854+105.4% | $2,721+115.5% | $4,299+36.4% |
| Participant deferral / active EE | $4,964 | $4,454+11.4% | $4,175+18.9% | $6,507-23.7% |
| Admin fee / account holder | $74 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |