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 | $188,130 | $105,998+77.5% | $92,233+104.0% | $147,584+27.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.49% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,059 | $4,333-29.4% | $3,679-16.9% | $4,876-37.3% |
| Participant deferral / active EE | $9,406 | $4,478+110.1% | $3,897+141.4% | $5,439+72.9% |
| Admin fee / account holder | $288 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |