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 | $52,400 | $88,710-40.9% | $81,783-35.9% | $145,959-64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.19% | 1027.26%-1011.1pp | 775.05%-758.9pp | 561.95%-545.8pp |
| Employer contribution / active EE | $6,529 | $3,083+111.7% | $2,913+124.2% | $4,661+40.1% |
| Participant deferral / active EE | $4,357 | $4,645-6.2% | $4,320+0.9% | $6,689-34.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |