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 8-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 | $44,136 | $105,998-58.4% | $92,233-52.1% | $147,584-70.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 37.41% | 50.05%-12.6pp | 176.28%-138.9pp | 578.55%-541.1pp |
| Employer contribution / active EE | $2,244 | $4,333-48.2% | $3,679-39.0% | $4,876-54.0% |
| Participant deferral / active EE | $2,328 | $4,478-48.0% | $3,897-40.3% | $5,439-57.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |