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 | $173,474 | $150,440+15.3% | $136,294+27.3% | $147,584+17.5% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 20.06% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $9,992 | $5,256+90.1% | $4,695+112.8% | $4,876+104.9% |
| Participant deferral / active EE | $4,344 | $6,630-34.5% | $6,247-30.5% | $5,439-20.1% |
| Admin fee / account holder | $67 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |