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 | $108,284 | $157,256-31.1% | $141,162-23.3% | $152,861-29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.19% | 64.32%-31.1pp | 71.39%-38.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $24,388 | $5,261+363.6% | $4,735+415.0% | $4,762+412.1% |
| Participant deferral / active EE | $13,792 | $7,109+94.0% | $6,709+105.6% | $5,850+135.8% |
| Admin fee / account holder | $43 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |