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 6-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 | $24,610 | $109,817-77.6% | $98,442-75.0% | $167,490-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 26.75% | 1956.69%-1929.9pp | 1492.73%-1466.0pp | 478.56%-451.8pp |
| Employer contribution / active EE | $3,707 | $3,224+15.0% | $2,960+25.2% | $4,837-23.4% |
| Participant deferral / active EE | $11,910 | $4,673+154.9% | $4,276+178.5% | $6,341+87.8% |
| Admin fee / account holder | $267 | $6,753-96.1% | $5,949-95.5% | $12,309-97.8% |