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 | $41,358 | $157,256-73.7% | $141,162-70.7% | $152,861-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 143.09% | 64.32%+78.8pp | 71.39%+71.7pp | 345.32%-202.2pp |
| Employer contribution / active EE | $4,033 | $5,261-23.3% | $4,735-14.8% | $4,762-15.3% |
| Participant deferral / active EE | $6,081 | $7,109-14.5% | $6,709-9.4% | $5,850+3.9% |
| Admin fee / account holder | $246 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |