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 | $36,067 | $202,318-82.2% | $172,739-79.1% | $152,861-76.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.89% | 1029.65%-1014.8pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $7,768 | $5,856+32.7% | $5,143+51.1% | $4,762+63.1% |
| Participant deferral / active EE | $5,102 | $5,948-14.2% | $5,198-1.8% | $5,850-12.8% |
| Admin fee / account holder | $14 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |