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 | $160,723 | $144,119+11.5% | $117,854+36.4% | $147,584+8.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.29% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $11,417 | $4,896+133.2% | $3,786+201.5% | $4,876+134.1% |
| Participant deferral / active EE | $8,829 | $5,316+66.1% | $4,482+97.0% | $5,439+62.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |