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 5-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 | $23,054 | $90,348-74.5% | $75,972-69.7% | $145,922-84.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.05% | 620.88%-606.8pp | 359.55%-345.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,513 | $3,311-54.3% | $2,685-43.7% | $4,660-67.5% |
| Participant deferral / active EE | $7,065 | $5,162+36.9% | $4,255+66.0% | $6,688+5.6% |
| Admin fee / account holder | $162 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |