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 7-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 | $137,019 | $158,398-13.5% | $126,539+8.3% | $142,382-3.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.04% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $8,773 | $4,650+88.7% | $3,674+138.8% | $4,299+104.1% |
| Participant deferral / active EE | $10,080 | $4,767+111.5% | $4,083+146.9% | $6,507+54.9% |
| Admin fee / account holder | $164 | $6,918-97.6% | $6,065-97.3% | $12,624-98.7% |