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 4-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 | $135,572 | $180,749-25.0% | $160,784-15.7% | $137,256-1.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.31% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,384 | $4,155-42.6% | $3,733-36.1% | $4,156-42.6% |
| Participant deferral / active EE | $9,746 | $6,844+42.4% | $6,293+54.9% | $6,407+52.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |