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 | $91,432 | $180,449-49.3% | $154,107-40.7% | $135,375-32.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 123.04% | 888.09%-765.1pp | 735.12%-612.1pp | 519.73%-396.7pp |
| Employer contribution / active EE | $6,368 | $6,035+5.5% | $5,298+20.2% | $4,779+33.3% |
| Participant deferral / active EE | $6,792 | $5,806+17.0% | $5,081+33.7% | $5,609+21.1% |
| Admin fee / account holder | $299 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |