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 | $45,941 | $158,398-71.0% | $126,539-63.7% | $142,382-67.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 31.58% | 593.76%-562.2pp | 425.95%-394.4pp | 217.08%-185.5pp |
| Employer contribution / active EE | $3,120 | $4,650-32.9% | $3,674-15.1% | $4,299-27.4% |
| Participant deferral / active EE | $26,000 | $4,767+445.4% | $4,083+536.8% | $6,507+299.6% |
| Admin fee / account holder | $127 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |