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 10-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 | $31,366 | $202,318-84.5% | $172,739-81.8% | $152,861-79.5% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 79.86% | 1029.65%-949.8pp | 802.84%-723.0pp | 345.32%-265.5pp |
| Employer contribution / active EE | $1,912 | $5,856-67.3% | $5,143-62.8% | $4,762-59.9% |
| Participant deferral / active EE | $4,751 | $5,948-20.1% | $5,198-8.6% | $5,850-18.8% |
| Admin fee / account holder | $191 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |