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 | $139,099 | $101,069+37.6% | $81,478+70.7% | $147,584-5.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.90% | 32.40%-16.5pp | 38.78%-22.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $7,778 | $3,205+142.7% | $2,568+202.9% | $4,876+59.5% |
| Participant deferral / active EE | $8,100 | $4,242+91.0% | $3,537+129.0% | $5,439+48.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |