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 | $112,272 | $88,751+26.5% | $81,812+37.2% | $145,922-23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.66% | 1025.40%-998.7pp | 773.79%-747.1pp | 561.29%-534.6pp |
| Employer contribution / active EE | $4,060 | $3,083+31.7% | $2,912+39.4% | $4,660-12.9% |
| Participant deferral / active EE | $15,993 | $4,643+244.4% | $4,319+270.3% | $6,688+139.1% |
| Admin fee / account holder | $12 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |