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 | $126,905 | $99,079+28.1% | $77,999+62.7% | $273,961-53.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.12% | 217.93%-208.8pp | 425.96%-416.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $11,000 | $3,308+232.5% | $2,470+345.3% | $4,869+125.9% |
| Participant deferral / active EE | $11,433 | $4,306+165.5% | $3,497+226.9% | $5,287+116.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |