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 | $152,763 | $150,440+1.5% | $136,294+12.1% | $147,584+3.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 43.23% | 1049.08%-1005.9pp | 5155.94%-5112.7pp | 578.55%-535.3pp |
| Employer contribution / active EE | $6,002 | $5,256+14.2% | $4,695+27.8% | $4,876+23.1% |
| Participant deferral / active EE | $5,431 | $6,630-18.1% | $6,247-13.1% | $5,439-0.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |