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 8-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 | $46,488 | $108,919-57.3% | $100,391-53.7% | $145,922-68.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,473 | $4,419+1.2% | $3,942+13.5% | $4,660-4.0% |
| Participant deferral / active EE | $12,843 | $8,445+52.1% | $8,082+58.9% | $6,688+92.0% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |