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 | $37,791 | $165,335-77.1% | $149,696-74.8% | $158,922-76.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 49.01% | 348.15%-299.1pp | 276.60%-227.6pp | 302.83%-253.8pp |
| Employer contribution / active EE | $2,209 | $5,103-56.7% | $4,644-52.4% | $4,761-53.6% |
| Participant deferral / active EE | $12,825 | $7,181+78.6% | $6,842+87.5% | $5,982+114.4% |
| Admin fee / account holder | $153 | $10,807-98.6% | $9,309-98.4% | $11,246-98.6% |