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 10-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 | $141,922 | $183,963-22.9% | $162,163-12.5% | $152,861-7.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.03% | 150.76%-135.7pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $21,753 | $6,371+241.5% | $5,614+287.5% | $4,762+356.8% |
| Participant deferral / active EE | $18,558 | $8,034+131.0% | $7,298+154.3% | $5,850+217.2% |
| Admin fee / account holder | $161 | $13,121-98.8% | $10,843-98.5% | $11,596-98.6% |