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 | $54,343 | $144,119-62.3% | $117,854-53.9% | $147,584-63.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 26.26% | 531.15%-504.9pp | 335.08%-308.8pp | 578.55%-552.3pp |
| Employer contribution / active EE | $7,569 | $4,896+54.6% | $3,786+99.9% | $4,876+55.2% |
| Participant deferral / active EE | $18,371 | $5,316+245.6% | $4,482+309.9% | $5,439+237.8% |
| Admin fee / account holder | $125 | $10,886-98.9% | $8,020-98.4% | $10,885-98.9% |