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 | $144,452 | $105,998+36.3% | $92,233+56.6% | $147,584-2.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.29% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,114 | $4,333-51.2% | $3,679-42.5% | $4,876-56.6% |
| Participant deferral / active EE | $1,679 | $4,478-62.5% | $3,897-56.9% | $5,439-69.1% |
| Admin fee / account holder | $19 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |