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 | $144,169 | $159,934-9.9% | $147,005-1.9% | $145,959-1.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,483 | $5,287-53.0% | $4,934-49.7% | $4,661-46.7% |
| Participant deferral / active EE | $9,698 | $8,427+15.1% | $8,070+20.2% | $6,689+45.0% |
| Admin fee / account holder | $14 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |