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 | $141,149 | $217,402-35.1% | $185,823-24.0% | $167,490-15.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.98% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $11,604 | $5,873+97.6% | $5,167+124.6% | $4,837+139.9% |
| Participant deferral / active EE | $6,538 | $6,356+2.9% | $5,568+17.4% | $6,341+3.1% |
| Admin fee / account holder | $16 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |