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 | $62,335 | $110,261-43.5% | $95,745-34.9% | $139,434-55.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 40.41% | 27.11%+13.3pp | 28.35%+12.1pp | 372.94%-332.5pp |
| Employer contribution / active EE | $7,760 | $3,257+138.2% | $2,835+173.8% | $4,751+63.3% |
| Participant deferral / active EE | $22,500 | $4,676+381.2% | $4,245+430.1% | $6,710+235.3% |
| Admin fee / account holder | $60 | $6,613-99.1% | $5,678-98.9% | $11,403-99.5% |