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 | $74,898 | $88,751-15.6% | $81,812-8.5% | $145,922-48.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.21% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $7,843 | $3,083+154.4% | $2,912+169.3% | $4,660+68.3% |
| Participant deferral / active EE | $1,831 | $4,643-60.6% | $4,319-57.6% | $6,688-72.6% |
| Admin fee / account holder | $73 | $8,415-99.1% | $7,386-99.0% | $13,397-99.5% |