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 | $120,387 | $88,751+35.6% | $81,812+47.2% | $145,922-17.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.95% | 1025.40%-1005.5pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $6,796 | $3,083+120.4% | $2,912+133.4% | $4,660+45.8% |
| Participant deferral / active EE | $5,593 | $4,643+20.5% | $4,319+29.5% | $6,688-16.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |