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 | $159,089 | $100,852+57.7% | $90,404+76.0% | $158,922+0.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 22.73% | 1724.20%-1701.5pp | 1293.02%-1270.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,804 | $3,689-51.1% | $3,262-44.7% | $4,761-62.1% |
| Participant deferral / active EE | $3,814 | $4,348-12.3% | $3,963-3.8% | $5,982-36.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |