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 | $28,070 | $183,519-84.7% | $155,509-81.9% | $145,922-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $13,362 | $5,313+151.5% | $4,672+186.0% | $4,660+186.8% |
| Participant deferral / active EE | $7,773 | $6,462+20.3% | $5,626+38.1% | $6,688+16.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |