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 3-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 | $35,163 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 232.09% | 65.07%+167.0pp | 58.88%+173.2pp | 217.08%+15.0pp |
| Employer contribution / active EE | $6,713 | $4,810+39.5% | $4,305+55.9% | $4,299+56.1% |
| Participant deferral / active EE | $9,250 | $6,272+47.5% | $5,540+67.0% | $6,507+42.2% |
| Admin fee / account holder | $190 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |