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 | $128,733 | $127,777+0.7% | $106,548+20.8% | $167,490-23.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.47% | 33.87%-25.4pp | 26.80%-18.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $3,065 | $3,427-10.6% | $2,819+8.7% | $4,837-36.6% |
| Participant deferral / active EE | $9,049 | $5,087+77.9% | $4,398+105.8% | $6,341+42.7% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |