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 | $145,331 | $70,756+105.4% | $65,493+121.9% | $142,382+2.1% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 16.60% | 1754.89%-1738.3pp | 982.45%-965.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,698 | $2,881+63.1% | $2,574+82.5% | $4,299+9.3% |
| Participant deferral / active EE | $14,786 | $4,637+218.9% | $3,961+273.3% | $6,507+127.2% |
| Admin fee / account holder | $1 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |