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 | $41,919 | $105,998-60.5% | $92,233-54.6% | $147,584-71.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $4,003 | $4,333-7.6% | $3,679+8.8% | $4,876-17.9% |
| Participant deferral / active EE | $3,005 | $4,478-32.9% | $3,897-22.9% | $5,439-44.7% |
| Admin fee / account holder | $123 | $6,332-98.1% | $5,194-97.6% | $10,885-98.9% |