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 | $50,855 | $202,318-74.9% | $172,739-70.6% | $152,861-66.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.97% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,455 | $5,856-6.8% | $5,143+6.1% | $4,762+14.5% |
| Participant deferral / active EE | $6,817 | $5,948+14.6% | $5,198+31.2% | $5,850+16.5% |
| Admin fee / account holder | $296 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |