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 | $70,980 | $183,963-61.4% | $162,163-56.2% | $152,861-53.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.77% | 150.76%-126.0pp | 115.59%-90.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $5,031 | $6,371-21.0% | $5,614-10.4% | $4,762+5.6% |
| Participant deferral / active EE | $11,218 | $8,034+39.6% | $7,298+53.7% | $5,850+91.7% |
| Admin fee / account holder | $2 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |