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 | $59,144 | $102,382-42.2% | $147,005-59.8% | $80,874-26.9% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 92.08% | 134.89%-42.8pp | 418.76%-326.7pp | 35.62%+56.5pp |
| Employer contribution / active EE | $10,180 | $3,715+174.0% | $4,934+106.3% | $2,756+269.4% |
| Participant deferral / active EE | $10,849 | $6,646+63.2% | $8,070+34.4% | $4,297+152.5% |
| Admin fee / account holder | $86 | $7,942-98.9% | $13,006-99.3% | $6,935-98.8% |