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 | $37,077 | $168,632-78.0% | $147,614-74.9% | $125,391-70.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.03% | 77.65%-75.6pp | 61.98%-60.0pp | 282.22%-280.2pp |
| Employer contribution / active EE | $5,339 | $6,252-14.6% | $5,564-4.1% | $4,866+9.7% |
| Participant deferral / active EE | $5,339 | $5,507-3.0% | $4,895+9.1% | $5,352-0.2% |
| Admin fee / account holder | $125 | $13,580-99.1% | $11,611-98.9% | $9,540-98.7% |