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 | $55,281 | $116,175-52.4% | $93,606-40.9% | $152,861-63.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.22% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,251 | $3,218-30.1% | $2,718-17.2% | $4,762-52.7% |
| Participant deferral / active EE | $2,291 | $4,603-50.2% | $4,069-43.7% | $5,850-60.8% |
| Admin fee / account holder | $267 | $10,748-97.5% | $7,888-96.6% | $11,596-97.7% |