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 5-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 | $25,872 | $158,398-83.7% | $126,539-79.6% | $142,382-81.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 32.22% | 593.76%-561.5pp | 425.95%-393.7pp | 217.08%-184.9pp |
| Employer contribution / active EE | $5,325 | $4,650+14.5% | $3,674+44.9% | $4,299+23.9% |
| Participant deferral / active EE | $8,460 | $4,767+77.5% | $4,083+107.2% | $6,507+30.0% |
| Admin fee / account holder | $137 | $6,918-98.0% | $6,065-97.7% | $12,624-98.9% |