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 | $123,880 | $69,207+79.0% | $64,056+93.4% | $139,434-11.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.14% | 45.88%-27.7pp | 33.69%-15.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,667 | $3,182+141.0% | $2,747+179.2% | $4,751+61.4% |
| Participant deferral / active EE | $15,238 | $4,682+225.5% | $3,880+292.7% | $6,710+127.1% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |