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 | $105,971 | $176,056-39.8% | $159,436-33.5% | $167,490-36.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.02% | 331.75%-314.7pp | 263.57%-246.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $5,801 | $5,297+9.5% | $4,829+20.1% | $4,837+19.9% |
| Participant deferral / active EE | $10,748 | $7,750+38.7% | $7,352+46.2% | $6,341+69.5% |
| Admin fee / account holder | $89 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |