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 | $31,000 | $103,376-70.0% | $87,100-64.4% | $152,861-79.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.62% | 28.10%-1.5pp | 28.19%-1.6pp | 345.32%-318.7pp |
| Employer contribution / active EE | $6,490 | $3,220+101.5% | $2,521+157.4% | $4,762+36.3% |
| Participant deferral / active EE | $6,490 | $4,778+35.8% | $4,049+60.3% | $5,850+10.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |