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 | $156,846 | $112,881+38.9% | $90,951+72.5% | $158,922-1.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.86% | 215.79%-204.9pp | 134.60%-123.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $6,573 | $2,893+127.2% | $2,122+209.8% | $4,761+38.1% |
| Participant deferral / active EE | $5,286 | $4,128+28.1% | $3,373+56.7% | $5,982-11.6% |
| Admin fee / account holder | $282 | $8,041-96.5% | $5,959-95.3% | $11,246-97.5% |