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 | $150,270 | $138,044+8.9% | $125,339+19.9% | $134,475+11.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.18% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,752 | $5,243-28.4% | $4,814-22.0% | $4,740-20.8% |
| Participant deferral / active EE | $10,199 | $7,799+30.8% | $7,446+37.0% | $6,400+59.4% |
| Admin fee / account holder | $107 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |