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 | $134,376 | $175,202-23.3% | $149,673-10.2% | $139,434-3.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.32% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $9,112 | $5,474+66.4% | $4,818+89.1% | $4,751+91.8% |
| Participant deferral / active EE | $9,446 | $6,519+44.9% | $5,680+66.3% | $6,710+40.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |