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 | $61,529 | $148,534-58.6% | $135,903-54.7% | $139,434-55.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.75% | 79.19%-56.4pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,338 | $5,243-74.5% | $4,856-72.5% | $4,751-71.8% |
| Participant deferral / active EE | $12,380 | $8,100+52.8% | $7,758+59.6% | $6,710+84.5% |
| Admin fee / account holder | $240 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |