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 | $177,567 | $105,126+68.9% | $94,646+87.6% | $139,434+27.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.93% | 38.03%-22.1pp | 156.71%-140.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,843 | $4,106+18.0% | $3,672+31.9% | $4,751+1.9% |
| Participant deferral / active EE | $22,195 | $7,599+192.1% | $7,418+199.2% | $6,710+230.8% |
| Admin fee / account holder | $66 | $8,984-99.3% | $7,231-99.1% | $11,403-99.4% |