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 | $42,135 | $149,040-71.7% | $120,225-65.0% | $137,256-69.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.05% | 605.68%-579.6pp | 439.23%-413.2pp | 220.34%-194.3pp |
| Employer contribution / active EE | $5,389 | $4,350+23.9% | $3,475+55.1% | $4,156+29.7% |
| Participant deferral / active EE | $11,402 | $4,655+145.0% | $3,999+185.1% | $6,407+78.0% |
| Admin fee / account holder | $40 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |