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 | $137,577 | $171,865-20.0% | $149,718-8.1% | $147,584-6.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.11% | 2113.22%-2093.1pp | 1501.63%-1481.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,118 | $6,275-66.3% | $5,445-61.1% | $4,876-56.6% |
| Participant deferral / active EE | $15,295 | $7,271+110.4% | $6,569+132.8% | $5,439+181.2% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |