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 | $227,571 | $158,398+43.7% | $126,539+79.8% | $142,382+59.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.99% | 593.76%-575.8pp | 425.95%-408.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,963 | $4,650-57.8% | $3,674-46.6% | $4,299-54.3% |
| Participant deferral / active EE | $8,633 | $4,767+81.1% | $4,083+111.5% | $6,507+32.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |