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 7-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 | $77,455 | $169,161-54.2% | $129,295-40.1% | $145,959-46.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 27.06% | 14348.07%-14321.0pp | 9429.28%-9402.2pp | 561.95%-534.9pp |
| Employer contribution / active EE | $4,552 | $5,543-17.9% | $4,157+9.5% | $4,661-2.3% |
| Participant deferral / active EE | $10,176 | $4,989+103.9% | $4,169+144.1% | $6,689+52.1% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |