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 7-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 | $246,883 | $159,901+54.4% | $146,958+68.0% | $145,922+69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $21,532 | $5,286+307.3% | $4,933+336.5% | $4,660+362.1% |
| Participant deferral / active EE | $17,338 | $8,428+105.7% | $8,070+114.8% | $6,688+159.2% |
| Admin fee / account holder | $8 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |