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 9-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 | $15,062 | $76,785-80.4% | $56,441-73.3% | $145,959-89.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 3000.51%-2987.0pp | 1704.21%-1690.7pp | 561.95%-548.5pp |
| Employer contribution / active EE | $993 | $1,381-28.1% | $1,039-4.4% | $4,661-78.7% |
| Participant deferral / active EE | $931 | $2,624-64.5% | $1,953-52.4% | $6,689-86.1% |
| Admin fee / account holder | $259 | $3,334-92.2% | $2,829-90.8% | $13,398-98.1% |