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 9-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 | $100,649 | $138,065-27.1% | $123,544-18.5% | $135,375-25.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 569.59% | 153.68%+415.9pp | 119.20%+450.4pp | 519.73%+49.9pp |
| Employer contribution / active EE | $10,089 | $5,151+95.9% | $4,628+118.0% | $4,779+111.1% |
| Participant deferral / active EE | $7,740 | $6,799+13.8% | $6,426+20.5% | $5,609+38.0% |
| Admin fee / account holder | $135 | $10,916-98.8% | $9,284-98.5% | $10,827-98.8% |