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 | $58,767 | $150,440-60.9% | $136,294-56.9% | $147,584-60.2% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 15.22% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,325 | $5,256-17.7% | $4,695-7.9% | $4,876-11.3% |
| Participant deferral / active EE | $6,574 | $6,630-0.9% | $6,247+5.2% | $5,439+20.9% |
| Admin fee / account holder | $10 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |