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 | $185,138 | $124,185+49.1% | $108,410+70.8% | $167,490+10.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.47% | 1379.64%-1361.2pp | 905.27%-886.8pp | 478.56%-460.1pp |
| Employer contribution / active EE | $14,467 | $4,187+245.6% | $3,558+306.6% | $4,837+199.1% |
| Participant deferral / active EE | $15,353 | $6,908+122.2% | $6,563+133.9% | $6,341+142.1% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |