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 9-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 | $51,938 | $105,998-51.0% | $92,233-43.7% | $147,584-64.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 41.97% | 50.05%-8.1pp | 176.28%-134.3pp | 578.55%-536.6pp |
| Employer contribution / active EE | $8,974 | $4,333+107.1% | $3,679+143.9% | $4,876+84.0% |
| Participant deferral / active EE | $8,019 | $4,478+79.1% | $3,897+105.8% | $5,439+47.4% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |