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 | $42,466 | $150,440-71.8% | $136,294-68.8% | $147,584-71.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 22.68% | 1049.08%-1026.4pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $4,259 | $5,256-19.0% | $4,695-9.3% | $4,876-12.7% |
| Participant deferral / active EE | $5,119 | $6,630-22.8% | $6,247-18.1% | $5,439-5.9% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |