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 | $157,585 | $105,859+48.9% | $90,160+74.8% | $147,584+6.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.33% | 37.63%-21.3pp | 34.88%-18.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $13,333 | $4,126+223.1% | $3,318+301.8% | $4,876+173.4% |
| Participant deferral / active EE | $6,000 | $5,733+4.7% | $5,288+13.5% | $5,439+10.3% |
| Admin fee / account holder | $13 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |