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 | $194,377 | $198,466-2.1% | $170,442+14.0% | $147,584+31.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.33% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $10,275 | $6,184+66.2% | $5,433+89.1% | $4,876+110.7% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |