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 | $62,237 | $165,335-62.4% | $149,696-58.4% | $158,922-60.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.94% | 348.15%-320.2pp | 276.60%-248.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $4,442 | $5,103-13.0% | $4,644-4.4% | $4,761-6.7% |
| Participant deferral / active EE | $9,759 | $7,181+35.9% | $6,842+42.6% | $5,982+63.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |