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 | $149,705 | $118,680+26.1% | $98,907+51.4% | $158,922-5.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 29.89% | 372.35%-342.5pp | 196.43%-166.5pp | 302.83%-272.9pp |
| Employer contribution / active EE | $2,913 | $3,333-12.6% | $2,689+8.3% | $4,761-38.8% |
| Participant deferral / active EE | $14,961 | $5,088+194.1% | $4,244+252.5% | $5,982+150.1% |
| Admin fee / account holder | $15 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |