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 | $115,640 | $74,888+54.4% | $71,209+62.4% | $142,382-18.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.35% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,584 | $2,854+130.6% | $2,721+142.0% | $4,299+53.1% |
| Participant deferral / active EE | $12,016 | $4,454+169.8% | $4,175+187.8% | $6,507+84.7% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |