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 7-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 | $181,591 | $111,535+62.8% | $105,223+72.6% | $137,256+32.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.76% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $27,026 | $3,939+586.1% | $3,689+632.7% | $4,156+550.3% |
| Participant deferral / active EE | $12,100 | $5,500+120.0% | $5,072+138.6% | $6,407+88.9% |
| Admin fee / account holder | $29 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |