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 | $139,930 | $210,648-33.6% | $177,989-21.4% | $145,922-4.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.07% | 385.86%-368.8pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $22,500 | $4,565+392.9% | $3,949+469.8% | $4,660+382.9% |
| Participant deferral / active EE | $25,200 | $6,958+262.2% | $6,276+301.5% | $6,688+276.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |