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 | $237,872 | $118,849+100.1% | $96,562+146.3% | $167,490+42.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.11% | 50.49%-35.4pp | 37.78%-22.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,415 | $3,120-22.6% | $2,356+2.5% | $4,837-50.1% |
| Participant deferral / active EE | $10,633 | $4,616+130.3% | $3,849+176.3% | $6,341+67.7% |
| Admin fee / account holder | $281 | $8,065-96.5% | $6,181-95.5% | $12,309-97.7% |