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 5-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 | $163,676 | $126,519+29.4% | $106,201+54.1% | $145,959+12.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.92% | 225.10%-209.2pp | 116.26%-100.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $20,743 | $3,726+456.8% | $3,170+554.4% | $4,661+345.1% |
| Participant deferral / active EE | $10,181 | $5,716+78.1% | $5,012+103.1% | $6,689+52.2% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |