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 | $92,752 | $99,020-6.3% | $86,590+7.1% | $147,584-37.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.39% | 1312.34%-1302.9pp | 964.84%-955.4pp | 578.55%-569.2pp |
| Employer contribution / active EE | $12,163 | $3,132+288.4% | $2,839+328.4% | $4,876+149.4% |
| Participant deferral / active EE | $5,920 | $3,972+49.0% | $3,609+64.1% | $5,439+8.9% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |