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 | $153,380 | $214,378-28.5% | $200,582-23.5% | $142,382+7.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.71% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,461 | $6,841-64.0% | $6,419-61.7% | $4,299-42.8% |
| Participant deferral / active EE | $13,213 | $9,865+33.9% | $9,331+41.6% | $6,507+103.0% |
| Admin fee / account holder | $15 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |