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 | $32,642 | $209,832-84.4% | $189,513-82.8% | $167,490-80.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.32% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,748 | $6,914-74.7% | $6,162-71.6% | $4,837-63.9% |
| Participant deferral / active EE | $3,449 | $8,935-61.4% | $8,221-58.1% | $6,341-45.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |