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 | $37,389 | $150,440-75.1% | $136,294-72.6% | $147,584-74.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 25.50% | 1049.08%-1023.6pp | 5155.94%-5130.4pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,476 | $5,256-52.9% | $4,695-47.3% | $4,876-49.2% |
| Participant deferral / active EE | $8,909 | $6,630+34.4% | $6,247+42.6% | $5,439+63.8% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |