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 | $190,239 | $138,065+37.8% | $123,544+54.0% | $135,375+40.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.01% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $7,772 | $5,151+50.9% | $4,628+67.9% | $4,779+62.6% |
| Participant deferral / active EE | $15,713 | $6,799+131.1% | $6,426+144.5% | $5,609+180.1% |
| Admin fee / account holder | $272 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |