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 | $71,891 | $70,756+1.6% | $65,493+9.8% | $142,382-49.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.93% | 1754.89%-1728.0pp | 982.45%-955.5pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,754 | $2,881-4.4% | $2,574+7.0% | $4,299-36.0% |
| Participant deferral / active EE | $2,985 | $4,637-35.6% | $3,961-24.6% | $6,507-54.1% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |