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 | $142,290 | $70,606+101.5% | $53,898+164.0% | $142,382-0.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.54% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.5pp |
| Employer contribution / active EE | $9,000 | $1,202+648.7% | $932+865.6% | $4,299+109.3% |
| Participant deferral / active EE | $31,000 | $2,364+1211.4% | $1,826+1597.5% | $6,507+376.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |