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 | $153,357 | $168,632-9.1% | $147,614+3.9% | $125,391+22.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.23% | 77.65%-76.4pp | 61.98%-60.8pp | 282.22%-281.0pp |
| Employer contribution / active EE | $10,030 | $6,252+60.4% | $5,564+80.2% | $4,866+106.1% |
| Participant deferral / active EE | $5,333 | $5,507-3.2% | $4,895+8.9% | $5,352-0.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |