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 | $93,730 | $102,966-9.0% | $90,281+3.8% | $152,861-38.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 31.24% | 95.16%-63.9pp | 78.10%-46.9pp | 345.32%-314.1pp |
| Employer contribution / active EE | $16,565 | $3,139+427.8% | $2,854+480.3% | $4,762+247.8% |
| Participant deferral / active EE | $8,057 | $4,281+88.2% | $3,885+107.4% | $5,850+37.7% |
| Admin fee / account holder | $74 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |