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 | $61,811 | $96,305-35.8% | $80,569-23.3% | $139,434-55.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 37.91% | 1350.08%-1312.2pp | 935.43%-897.5pp | 372.94%-335.0pp |
| Employer contribution / active EE | $4,640 | $3,262+42.2% | $2,723+70.4% | $4,751-2.3% |
| Participant deferral / active EE | $22,500 | $5,232+330.1% | $4,447+405.9% | $6,710+235.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |