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 6-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 | $66,473 | $88,751-25.1% | $81,812-18.7% | $145,922-54.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 79.53% | 1025.40%-945.9pp | 773.79%-694.3pp | 561.29%-481.8pp |
| Employer contribution / active EE | $2,504 | $3,083-18.8% | $2,912-14.0% | $4,660-46.3% |
| Participant deferral / active EE | $3,130 | $4,643-32.6% | $4,319-27.5% | $6,688-53.2% |
| Admin fee / account holder | $106 | $8,415-98.7% | $7,386-98.6% | $13,397-99.2% |