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 | $122,196 | $165,335-26.1% | $149,696-18.4% | $158,922-23.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.76% | 348.15%-324.4pp | 276.60%-252.8pp | 302.83%-279.1pp |
| Employer contribution / active EE | $20,320 | $5,103+298.2% | $4,644+337.5% | $4,761+326.8% |
| Participant deferral / active EE | $8,748 | $7,181+21.8% | $6,842+27.9% | $5,982+46.2% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |