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 | $187,962 | $105,998+77.3% | $92,233+103.8% | $147,584+27.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.73% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,438 | $4,333-43.7% | $3,679-33.8% | $4,876-50.0% |
| Participant deferral / active EE | $12,250 | $4,478+173.6% | $3,897+214.4% | $5,439+125.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |