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 | $74,609 | $70,756+5.4% | $65,493+13.9% | $142,382-47.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.48% | 1754.89%-1740.4pp | 982.45%-968.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,738 | $2,881+203.3% | $2,574+239.4% | $4,299+103.2% |
| Participant deferral / active EE | $10,487 | $4,637+126.1% | $3,961+164.7% | $6,507+61.2% |
| Admin fee / account holder | $22 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |