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 | $137,297 | $104,907+30.9% | $84,611+62.3% | $152,861-10.2% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 15.41% | 373.79%-358.4pp | 258.74%-243.3pp | 345.32%-329.9pp |
| Employer contribution / active EE | $5,480 | $3,302+66.0% | $2,652+106.6% | $4,762+15.1% |
| Participant deferral / active EE | $894 | $4,688-80.9% | $3,899-77.1% | $5,850-84.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |