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 | $220,591 | $118,680+85.9% | $98,907+123.0% | $158,922+38.8% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 10.04% | 372.35%-362.3pp | 196.43%-186.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $7,051 | $3,333+111.6% | $2,689+162.2% | $4,761+48.1% |
| Participant deferral / active EE | $7,227 | $5,088+42.1% | $4,244+70.3% | $5,982+20.8% |
| Admin fee / account holder | $272 | $10,131-97.3% | $6,642-95.9% | $11,246-97.6% |