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 | $135,309 | $112,096+20.7% | $95,952+41.0% | $158,922-14.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.86% | 171.09%-155.2pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,500 | $3,198-53.1% | $2,541-41.0% | $4,761-68.5% |
| Participant deferral / active EE | $4,853 | $4,784+1.4% | $4,167+16.5% | $5,982-18.9% |
| Admin fee / account holder | $9 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |