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 | $193,198 | $159,901+20.8% | $146,958+31.5% | $145,922+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,838 | $5,286-27.4% | $4,933-22.2% | $4,660-17.6% |
| Participant deferral / active EE | $10,417 | $8,428+23.6% | $8,070+29.1% | $6,688+55.8% |
| Admin fee / account holder | $115 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |