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 9-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 | $38,560 | $226,064-82.9% | $182,532-78.9% | $152,861-74.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.93% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,650 | $4,978-66.9% | $4,076-59.5% | $4,762-65.3% |
| Participant deferral / active EE | $11,400 | $6,368+79.0% | $5,524+106.4% | $5,850+94.9% |
| Admin fee / account holder | $269 | $10,703-97.5% | $8,592-96.9% | $11,596-97.7% |