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 | $71,216 | $150,440-52.7% | $136,294-47.7% | $147,584-51.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.49% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,541 | $5,256-51.7% | $4,695-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $7,520 | $6,630+13.4% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |