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 | $100,832 | $150,440-33.0% | $136,294-26.0% | $147,584-31.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,694 | $5,256-29.7% | $4,695-21.3% | $4,876-24.3% |
| Participant deferral / active EE | $7,389 | $6,630+11.4% | $6,247+18.3% | $5,439+35.9% |
| Admin fee / account holder | $144 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |