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 | $52,960 | $183,519-71.1% | $155,509-65.9% | $145,922-63.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,202 | $5,313-20.9% | $4,672-10.1% | $4,660-9.8% |
| Participant deferral / active EE | $8,107 | $6,462+25.4% | $5,626+44.1% | $6,688+21.2% |
| Admin fee / account holder | $6 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |