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 4-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 | $68,696 | $70,756-2.9% | $65,493+4.9% | $142,382-51.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.74% | 1754.89%-1733.2pp | 982.45%-960.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,451 | $2,881+19.8% | $2,574+34.1% | $4,299-19.7% |
| Participant deferral / active EE | $7,319 | $4,637+57.8% | $3,961+84.8% | $6,507+12.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |