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 7-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 | $86,764 | $114,381-24.1% | $107,525-19.3% | $142,382-39.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $10,265 | $4,015+155.7% | $3,754+173.5% | $4,299+138.8% |
| Participant deferral / active EE | $6,587 | $5,564+18.4% | $5,116+28.8% | $6,507+1.2% |
| Admin fee / account holder | $61 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |