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 | $228,472 | $115,770+97.4% | $101,248+125.7% | $158,922+43.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.40% | 56.14%-42.7pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $12,104 | $4,175+190.0% | $3,660+230.8% | $4,761+154.2% |
| Participant deferral / active EE | $11,200 | $4,957+125.9% | $4,370+156.3% | $5,982+87.2% |
| Admin fee / account holder | $160 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |