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 4-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 | $53,668 | $156,846-65.8% | $121,098-55.7% | $139,434-61.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 29.26% | 1474.56%-1445.3pp | 985.75%-956.5pp | 372.94%-343.7pp |
| Employer contribution / active EE | $3,949 | $5,536-28.7% | $4,164-5.2% | $4,751-16.9% |
| Participant deferral / active EE | $19,744 | $4,844+307.6% | $4,080+384.0% | $6,710+194.2% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |