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 | $81,913 | $171,865-52.3% | $149,718-45.3% | $147,584-44.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.68% | 2113.22%-2096.5pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,059 | $6,275-51.3% | $5,445-43.8% | $4,876-37.3% |
| Participant deferral / active EE | $10,001 | $7,271+37.6% | $6,569+52.3% | $5,439+83.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |