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 | $185,645 | $105,998+75.1% | $92,233+101.3% | $147,584+25.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.53% | 50.05%-31.5pp | 176.28%-157.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $9,786 | $4,333+125.8% | $3,679+166.0% | $4,876+100.7% |
| Participant deferral / active EE | $8,080 | $4,478+80.4% | $3,897+107.4% | $5,439+48.6% |
| Admin fee / account holder | $24 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |