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 | $74,181 | $165,335-55.1% | $149,696-50.4% | $158,922-53.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.36% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $5,121 | $5,103+0.4% | $4,644+10.3% | $4,761+7.6% |
| Participant deferral / active EE | $14,036 | $7,181+95.5% | $6,842+105.2% | $5,982+134.6% |
| Admin fee / account holder | $27 | $10,807-99.7% | $9,309-99.7% | $11,246-99.8% |