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 | $137,696 | $100,852+36.5% | $90,404+52.3% | $158,922-13.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 15.23% | 1724.20%-1709.0pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $6,759 | $3,689+83.2% | $3,262+107.2% | $4,761+42.0% |
| Participant deferral / active EE | $8,505 | $4,348+95.6% | $3,963+114.6% | $5,982+42.2% |
| Admin fee / account holder | $212 | $6,501-96.7% | $5,611-96.2% | $11,246-98.1% |