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 | $79,883 | $73,515+8.7% | $62,995+26.8% | $147,584-45.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.00% | 175.43%-158.4pp | 87.57%-70.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,833 | $3,320+75.7% | $2,759+111.4% | $4,876+19.6% |
| Participant deferral / active EE | $9,788 | $4,185+133.9% | $3,329+194.0% | $5,439+80.0% |
| Admin fee / account holder | $21 | $5,953-99.6% | $3,600-99.4% | $10,885-99.8% |