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 | $117,781 | $100,901+16.7% | $75,670+55.7% | $147,584-20.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 13.46% | 35.78%-22.3pp | 27.34%-13.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $10,555 | $3,253+224.4% | $2,352+348.8% | $4,876+116.4% |
| Participant deferral / active EE | $3,359 | $4,027-16.6% | $3,142+6.9% | $5,439-38.2% |
| Admin fee / account holder | $227 | $11,285-98.0% | $5,800-96.1% | $10,885-97.9% |