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 | $112,319 | $91,037+23.4% | $71,671+56.7% | $147,584-23.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,053 | $3,327-8.2% | $2,460+24.1% | $4,876-37.4% |
| Participant deferral / active EE | $8,417 | $4,498+87.1% | $3,438+144.8% | $5,439+54.8% |
| Admin fee / account holder | $209 | $8,613-97.6% | $5,558-96.2% | $10,885-98.1% |