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 | $208,896 | $115,770+80.4% | $101,248+106.3% | $158,922+31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.06% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $5,453 | $4,175+30.6% | $3,660+49.0% | $4,761+14.5% |
| Participant deferral / active EE | $8,059 | $4,957+62.6% | $4,370+84.4% | $5,982+34.7% |
| Admin fee / account holder | $256 | $7,245-96.5% | $5,945-95.7% | $11,246-97.7% |