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 3-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 | $35,234 | $108,919-67.7% | $100,391-64.9% | $145,922-75.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 229.51% | 57.88%+171.6pp | 49.20%+180.3pp | 561.29%-331.8pp |
| Employer contribution / active EE | $5,574 | $4,419+26.1% | $3,942+41.4% | $4,660+19.6% |
| Participant deferral / active EE | $22,810 | $8,445+170.1% | $8,082+182.2% | $6,688+241.1% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |