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 | $189,708 | $138,044+37.4% | $125,339+51.4% | $134,475+41.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.93% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $8,796 | $5,243+67.7% | $4,814+82.7% | $4,740+85.6% |
| Participant deferral / active EE | $14,865 | $7,799+90.6% | $7,446+99.6% | $6,400+132.3% |
| Admin fee / account holder | $140 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |