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 | $60,191 | $98,750-39.0% | $149,696-59.8% | $79,858-24.6% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 80.14% | 27.43%+52.7pp | 276.60%-196.5pp | 31.71%+48.4pp |
| Employer contribution / active EE | $6,202 | $3,216+92.8% | $4,644+33.5% | $2,471+151.0% |
| Participant deferral / active EE | $13,998 | $5,680+146.4% | $6,842+104.6% | $3,740+274.3% |
| Admin fee / account holder | $173 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |