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 | $45,963 | $202,318-77.3% | $172,739-73.4% | $152,861-69.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 28.01% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,042 | $5,856-65.1% | $5,143-60.3% | $4,762-57.1% |
| Participant deferral / active EE | $6,856 | $5,948+15.3% | $5,198+31.9% | $5,850+17.2% |
| Admin fee / account holder | $250 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |