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 | $24,191 | $109,817-78.0% | $98,442-75.4% | $167,490-85.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 10.56% | 1956.69%-1946.1pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,120 | $3,224-65.3% | $2,960-62.2% | $4,837-76.9% |
| Participant deferral / active EE | $4,723 | $4,673+1.1% | $4,276+10.4% | $6,341-25.5% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |