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 | $101,736 | $74,888+35.8% | $71,209+42.9% | $142,382-28.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.74% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,516 | $2,854-46.9% | $2,721-44.3% | $4,299-64.7% |
| Participant deferral / active EE | $2,644 | $4,454-40.6% | $4,175-36.7% | $6,507-59.4% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |