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 6-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 | $43,679 | $227,553-80.8% | $189,557-77.0% | $167,490-73.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.59% | 78.40%-59.8pp | 64.17%-45.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $22,107 | $5,316+315.8% | $4,412+401.0% | $4,837+357.0% |
| Participant deferral / active EE | $14,300 | $7,002+104.2% | $6,174+131.6% | $6,341+125.5% |
| Admin fee / account holder | $191 | $11,878-98.4% | $9,807-98.0% | $12,309-98.4% |