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 | $140,067 | $138,044+1.5% | $125,339+11.8% | $134,475+4.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.17% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $20,739 | $5,243+295.5% | $4,814+330.8% | $4,740+337.6% |
| Participant deferral / active EE | $18,078 | $7,799+131.8% | $7,446+142.8% | $6,400+182.5% |
| Admin fee / account holder | $13 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |