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 3-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 | $128,999 | $70,606+82.7% | $53,898+139.3% | $142,382-9.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.79% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,063 | $1,202+238.0% | $932+335.9% | $4,299-5.5% |
| Participant deferral / active EE | $31,000 | $2,364+1211.4% | $1,826+1597.5% | $6,507+376.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |