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 | $62,669 | $210,698-70.3% | $178,014-64.8% | $145,959-57.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.02% | 386.27%-373.3pp | 294.80%-281.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,300 | $4,567-49.6% | $3,950-41.8% | $4,661-50.6% |
| Participant deferral / active EE | $11,424 | $6,958+64.2% | $6,276+82.0% | $6,689+70.8% |
| Admin fee / account holder | $243 | $12,016-98.0% | $10,362-97.7% | $13,398-98.2% |