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 | $111,150 | $150,440-26.1% | $136,294-18.4% | $147,584-24.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.66% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,820 | $5,256-65.4% | $4,695-61.2% | $4,876-62.7% |
| Participant deferral / active EE | $4,032 | $6,630-39.2% | $6,247-35.5% | $5,439-25.9% |
| Admin fee / account holder | $265 | $10,905-97.6% | $9,243-97.1% | $10,885-97.6% |