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 | $95,536 | $227,553-58.0% | $189,557-49.6% | $167,490-43.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.22% | 78.40%-67.2pp | 64.17%-53.0pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,762 | $5,316-48.1% | $4,412-37.4% | $4,837-42.9% |
| Participant deferral / active EE | $3,588 | $7,002-48.8% | $6,174-41.9% | $6,341-43.4% |
| Admin fee / account holder | $15 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |