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 | $59,613 | $107,334-44.5% | $92,893-35.8% | $152,861-61.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.88% | 145.58%-119.7pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $18,770 | $4,221+344.7% | $3,653+413.9% | $4,762+294.1% |
| Participant deferral / active EE | $11,217 | $4,845+131.5% | $4,236+164.8% | $5,850+91.7% |
| Admin fee / account holder | $38 | $7,079-99.5% | $5,794-99.3% | $11,596-99.7% |