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 | $43,064 | $104,907-59.0% | $84,611-49.1% | $152,861-71.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 36.07% | 373.79%-337.7pp | 258.74%-222.7pp | 345.32%-309.2pp |
| Employer contribution / active EE | $3,222 | $3,302-2.4% | $2,652+21.5% | $4,762-32.3% |
| Participant deferral / active EE | $8,987 | $4,688+91.7% | $3,899+130.5% | $5,850+53.6% |
| Admin fee / account holder | $95 | $6,241-98.5% | $4,912-98.1% | $11,596-99.2% |