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 | $100,116 | $99,877+0.2% | $84,966+17.8% | $145,922-31.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 83.76%-70.1pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,912 | $3,231+113.9% | $2,727+153.5% | $4,660+48.3% |
| Participant deferral / active EE | $10,399 | $5,291+96.6% | $4,519+130.1% | $6,688+55.5% |
| Admin fee / account holder | $94 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |