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 | $94,884 | $106,515-10.9% | $96,683-1.9% | $139,434-32.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.57% | 38.43%-22.9pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,151 | $4,103+1.2% | $3,737+11.1% | $4,751-12.6% |
| Participant deferral / active EE | $15,504 | $5,454+184.3% | $4,878+217.8% | $6,710+131.0% |
| Admin fee / account holder | $4 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |