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 | $27,248 | $150,440-81.9% | $136,294-80.0% | $147,584-81.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.52% | 1049.08%-1025.6pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,389 | $5,256-54.6% | $4,695-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $5,580 | $6,630-15.8% | $6,247-10.7% | $5,439+2.6% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-99.9% | $10,885-100.0% |