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 | $44,004 | $123,909-64.5% | $69,647-36.8% | $145,922-69.8% |
| Participation rate | 82.4% | 69.2%+13.1pp | 66.5%+15.9pp | 80.3%+2.1pp |
| Annual return | 10.42% | 190.55%-180.1pp | 100.48%-90.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,591 | $2,682+33.9% | $1,712+109.7% | $4,660-22.9% |
| Participant deferral / active EE | $5,840 | $4,236+37.9% | $2,886+102.4% | $6,688-12.7% |
| Admin fee / account holder | $227 | $7,863-97.1% | $4,713-95.2% | $13,397-98.3% |