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 5-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 | $35,656 | $68,346-47.8% | $94,646-62.3% | $75,163-52.6% |
| Participation rate | 80.3% | 76.1%+4.2pp | 80.8%-0.6pp | 67.2%+13.1pp |
| Annual return | 41.82% | 616.93%-575.1pp | 156.71%-114.9pp | 160.62%-118.8pp |
| Employer contribution / active EE | $3,685 | $2,701+36.4% | $3,672+0.3% | $2,670+38.0% |
| Participant deferral / active EE | $6,899 | $6,537+5.5% | $7,418-7.0% | $4,125+67.2% |
| Admin fee / account holder | $69 | $5,326-98.7% | $7,231-99.0% | $5,651-98.8% |