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 | $87,869 | $171,865-48.9% | $149,718-41.3% | $147,584-40.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 16.32% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,643 | $6,275-57.9% | $5,445-51.5% | $4,876-45.8% |
| Participant deferral / active EE | $7,992 | $7,271+9.9% | $6,569+21.7% | $5,439+47.0% |
| Admin fee / account holder | $68 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |