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 | $156,467 | $112,096+39.6% | $95,952+63.1% | $158,922-1.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.80% | 171.09%-157.3pp | 91.61%-77.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,544 | $3,198-51.7% | $2,541-39.3% | $4,761-67.6% |
| Participant deferral / active EE | $5,727 | $4,784+19.7% | $4,167+37.4% | $5,982-4.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |