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 | $227,584 | $109,327+108.2% | $89,391+154.6% | $158,922+43.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.52% | 345.68%-335.2pp | 245.62%-235.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $8,771 | $3,170+176.7% | $2,586+239.2% | $4,761+84.2% |
| Participant deferral / active EE | $9,356 | $4,598+103.5% | $3,890+140.5% | $5,982+56.4% |
| Admin fee / account holder | $2 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |