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 | $228,595 | $160,055+42.8% | $140,016+63.3% | $135,375+68.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.42% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,368 | $6,420-78.7% | $5,606-75.6% | $4,779-71.4% |
| Participant deferral / active EE | $10,508 | $7,642+37.5% | $6,927+51.7% | $5,609+87.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |