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 | $109,004 | $118,680-8.2% | $98,907+10.2% | $158,922-31.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.05% | 372.35%-342.3pp | 196.43%-166.4pp | 302.83%-272.8pp |
| Employer contribution / active EE | $2,102 | $3,333-36.9% | $2,689-21.8% | $4,761-55.9% |
| Participant deferral / active EE | $11,307 | $5,088+122.2% | $4,244+166.4% | $5,982+89.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |