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 | $9,104 | $81,625-88.8% | $58,482-84.4% | $139,434-93.5% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 60.99% | 7404.20%-7343.2pp | 4239.32%-4178.3pp | 372.94%-311.9pp |
| Employer contribution / active EE | $3,307 | $1,398+136.5% | $1,053+214.0% | $4,751-30.4% |
| Participant deferral / active EE | $3,612 | $2,557+41.3% | $1,924+87.7% | $6,710-46.2% |
| Admin fee / account holder | $123 | $3,265-96.2% | $2,516-95.1% | $11,403-98.9% |