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 | $23,334 | $127,777-81.7% | $106,548-78.1% | $167,490-86.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 60.43% | 33.87%+26.6pp | 26.80%+33.6pp | 478.56%-418.1pp |
| Employer contribution / active EE | $6,803 | $3,427+98.5% | $2,819+141.3% | $4,837+40.6% |
| Participant deferral / active EE | $10,505 | $5,087+106.5% | $4,398+138.9% | $6,341+65.7% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |