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 | $124,764 | $104,907+18.9% | $84,611+47.5% | $152,861-18.4% |
| Participation rate | 92.9% | 74.8%+18.0pp | 68.2%+24.6pp | 82.4%+10.4pp |
| Annual return | 27.73% | 373.79%-346.1pp | 258.74%-231.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $5,219 | $3,302+58.1% | $2,652+96.8% | $4,762+9.6% |
| Participant deferral / active EE | $11,584 | $4,688+147.1% | $3,899+197.1% | $5,850+98.0% |
| Admin fee / account holder | $212 | $6,241-96.6% | $4,912-95.7% | $11,596-98.2% |