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 | $46,247 | $149,734-69.1% | $118,925-61.1% | $158,922-70.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.77% | 19.95%+2.8pp | 35.88%-13.1pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,217 | $4,115-46.1% | $3,263-32.1% | $4,761-53.4% |
| Participant deferral / active EE | $9,372 | $5,223+79.4% | $4,265+119.7% | $5,982+56.7% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |