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 6-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 | $121,681 | $70,756+72.0% | $65,493+85.8% | $142,382-14.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 19.24% | 1754.89%-1735.7pp | 982.45%-963.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,669 | $2,881+62.1% | $2,574+81.4% | $4,299+8.6% |
| Participant deferral / active EE | $14,675 | $4,637+216.5% | $3,961+270.5% | $6,507+125.5% |
| Admin fee / account holder | -$106 | $6,559-101.6% | $5,028-102.1% | $12,624-100.8% |