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 3-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 | $67,477 | $88,751-24.0% | $81,812-17.5% | $145,922-53.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 49.43% | 1025.40%-976.0pp | 773.79%-724.4pp | 561.29%-511.9pp |
| Employer contribution / active EE | $4,957 | $3,083+60.8% | $2,912+70.2% | $4,660+6.4% |
| Participant deferral / active EE | $33,567 | $4,643+622.9% | $4,319+677.3% | $6,688+401.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |