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 | $133,478 | $177,572-24.8% | $154,803-13.8% | $142,382-6.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.30% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,117 | $4,810-76.8% | $4,305-74.1% | $4,299-74.0% |
| Participant deferral / active EE | $12,400 | $6,272+97.7% | $5,540+123.8% | $6,507+90.6% |
| Admin fee / account holder | $243 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |