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 8-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 | $50,211 | $115,770-56.6% | $101,248-50.4% | $158,922-68.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.12% | 56.14%-34.0pp | 46.47%-24.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $5,321 | $4,175+27.5% | $3,660+45.4% | $4,761+11.8% |
| Participant deferral / active EE | $14,300 | $4,957+188.5% | $4,370+227.2% | $5,982+139.0% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |