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 | $75,379 | $148,534-49.3% | $135,903-44.5% | $139,434-45.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.51% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $7,359 | $5,243+40.4% | $4,856+51.5% | $4,751+54.9% |
| Participant deferral / active EE | $3,917 | $8,100-51.6% | $7,758-49.5% | $6,710-41.6% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |