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 | $176,747 | $144,119+22.6% | $117,854+50.0% | $147,584+19.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.81% | 531.15%-513.3pp | 335.08%-317.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $7,712 | $4,896+57.5% | $3,786+103.7% | $4,876+58.2% |
| Participant deferral / active EE | $14,460 | $5,316+172.0% | $4,482+222.6% | $5,439+165.9% |
| Admin fee / account holder | $118 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |