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 | $224,291 | $96,635+132.1% | $86,612+159.0% | $139,434+60.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.85% | 106.41%-90.6pp | 591.07%-575.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $8,129 | $3,263+149.1% | $3,022+168.9% | $4,751+71.1% |
| Participant deferral / active EE | $9,851 | $4,836+103.7% | $4,438+122.0% | $6,710+46.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |