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 | $28,464 | $105,998-73.1% | $92,233-69.1% | $147,584-80.7% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 23.72% | 50.05%-26.3pp | 176.28%-152.6pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,009 | $4,333-30.6% | $3,679-18.2% | $4,876-38.3% |
| Participant deferral / active EE | $7,617 | $4,478+70.1% | $3,897+95.5% | $5,439+40.1% |
| Admin fee / account holder | $21 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |