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 | $78,815 | $197,591-60.1% | $177,821-55.7% | $158,922-50.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.04% | 58.76%-24.7pp | 48.32%-14.3pp | 302.83%-268.8pp |
| Employer contribution / active EE | $30,000 | $6,697+347.9% | $5,918+406.9% | $4,761+530.1% |
| Participant deferral / active EE | $10,500 | $8,405+24.9% | $7,714+36.1% | $5,982+75.5% |
| Admin fee / account holder | $259 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |