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 3-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 | $101,843 | $183,519-44.5% | $155,509-34.5% | $145,922-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 177.00% | 61.17%+115.8pp | 64.67%+112.3pp | 561.29%-384.3pp |
| Employer contribution / active EE | $2,360 | $5,313-55.6% | $4,672-49.5% | $4,660-49.4% |
| Participant deferral / active EE | $15,236 | $6,462+135.8% | $5,626+170.8% | $6,688+127.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |