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 | $182,362 | $138,065+32.1% | $123,544+47.6% | $135,375+34.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.87% | 153.68%-157.5pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $10,054 | $5,151+95.2% | $4,628+117.3% | $4,779+110.4% |
| Participant deferral / active EE | $8,892 | $6,799+30.8% | $6,426+38.4% | $5,609+58.5% |
| Admin fee / account holder | $102 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |