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 | $154,559 | $138,065+11.9% | $123,544+25.1% | $135,375+14.2% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -6.90% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,407 | $5,151-33.9% | $4,628-26.4% | $4,779-28.7% |
| Participant deferral / active EE | $9,036 | $6,799+32.9% | $6,426+40.6% | $5,609+61.1% |
| Admin fee / account holder | $29 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |