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 | $61,895 | $142,405-56.5% | $115,157-46.3% | $152,861-59.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.60% | 41.48%-18.9pp | 35.60%-13.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $16,253 | $4,010+305.3% | $3,179+411.3% | $4,762+241.3% |
| Participant deferral / active EE | $9,341 | $5,164+80.9% | $4,168+124.1% | $5,850+59.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |