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 | $200,441 | $157,256+27.5% | $141,162+42.0% | $152,861+31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.63% | 64.32%-34.7pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $22,338 | $5,261+324.6% | $4,735+371.8% | $4,762+369.1% |
| Participant deferral / active EE | $19,000 | $7,109+167.3% | $6,709+183.2% | $5,850+224.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |