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 | $188,472 | $90,397+108.5% | $76,002+148.0% | $145,959+29.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.99% | 621.97%-603.0pp | 360.07%-341.1pp | 561.95%-543.0pp |
| Employer contribution / active EE | $8,889 | $3,317+168.0% | $2,688+230.7% | $4,661+90.7% |
| Participant deferral / active EE | $3,815 | $5,163-26.1% | $4,257-10.4% | $6,689-43.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |