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 | $206,205 | $138,044+49.4% | $125,339+64.5% | $134,475+53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.15% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $21,162 | $5,243+303.6% | $4,814+339.6% | $4,740+346.5% |
| Participant deferral / active EE | $15,792 | $7,799+102.5% | $7,446+112.1% | $6,400+146.8% |
| Admin fee / account holder | $96 | $11,571-99.2% | $10,010-99.0% | $11,426-99.2% |