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 7-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 | $64,361 | $93,373-31.1% | $152,466-57.8% | $85,850-25.0% |
| Participation rate | 87.8% | 70.1%+17.7pp | 78.2%+9.6pp | 69.3%+18.5pp |
| Annual return | 70.37% | 21.84%+48.5pp | 757.33%-687.0pp | 318.53%-248.2pp |
| Employer contribution / active EE | $4,762 | $2,996+59.0% | $4,327+10.1% | $2,565+85.6% |
| Participant deferral / active EE | $6,770 | $4,550+48.8% | $5,820+16.3% | $3,952+71.3% |
| Admin fee / account holder | $8 | $13,853-99.9% | $15,805-99.9% | $6,260-99.9% |