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 | $47,475 | $159,901-70.3% | $146,958-67.7% | $145,922-67.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 14.95% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,955 | $5,286+31.6% | $4,933+41.0% | $4,660+49.3% |
| Participant deferral / active EE | $4,674 | $8,428-44.5% | $8,070-42.1% | $6,688-30.1% |
| Admin fee / account holder | $184 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |