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 10-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 | $23,146 | $90,600-74.5% | $79,464-70.9% | $135,375-82.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 18.39% | 977.43%-959.0pp | 718.14%-699.8pp | 519.73%-501.3pp |
| Employer contribution / active EE | $1,405 | $3,068-54.2% | $2,800-49.8% | $4,779-70.6% |
| Participant deferral / active EE | $3,739 | $4,050-7.7% | $3,704+0.9% | $5,609-33.3% |
| Admin fee / account holder | $17 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |