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 | $107,617 | $150,440-28.5% | $136,294-21.0% | $147,584-27.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.23% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $8,921 | $5,256+69.7% | $4,695+90.0% | $4,876+82.9% |
| Participant deferral / active EE | $9,726 | $6,630+46.7% | $6,247+55.7% | $5,439+78.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |