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 8-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 | $46,178 | $202,318-77.2% | $172,739-73.3% | $152,861-69.8% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 29.26% | 1029.65%-1000.4pp | 802.84%-773.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $4,867 | $5,856-16.9% | $5,143-5.4% | $4,762+2.2% |
| Participant deferral / active EE | $7,530 | $5,948+26.6% | $5,198+44.9% | $5,850+28.7% |
| Admin fee / account holder | $26 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |