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 | $38,241 | $202,318-81.1% | $172,739-77.9% | $152,861-75.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 26.52% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,940 | $5,856-66.9% | $5,143-62.3% | $4,762-59.3% |
| Participant deferral / active EE | $3,315 | $5,948-44.3% | $5,198-36.2% | $5,850-43.3% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |