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 | $177,126 | $109,327+62.0% | $89,391+98.1% | $158,922+11.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.98% | 345.68%-326.7pp | 245.62%-226.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $16,272 | $3,170+413.4% | $2,586+529.3% | $4,761+241.8% |
| Participant deferral / active EE | $26,000 | $4,598+465.4% | $3,890+568.4% | $5,982+334.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |