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 | $107,619 | $169,032-36.3% | $129,207-16.7% | $145,922-26.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.81% | 14330.11%-14310.3pp | 9417.33%-9397.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $17,787 | $5,537+221.3% | $4,153+328.3% | $4,660+281.7% |
| Participant deferral / active EE | $11,873 | $4,987+138.0% | $4,168+184.9% | $6,688+77.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |