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 | $97,199 | $68,097+42.7% | $62,929+54.5% | $137,256-29.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.88% | 1859.11%-1843.2pp | 1063.93%-1048.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,167 | $2,811+12.7% | $2,505+26.4% | $4,156-23.8% |
| Participant deferral / active EE | $8,724 | $4,553+91.6% | $3,888+124.4% | $6,407+36.2% |
| Admin fee / account holder | $117 | $6,521-98.2% | $5,065-97.7% | $12,270-99.0% |