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 7-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 | $50,878 | $70,606-27.9% | $53,898-5.6% | $142,382-64.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.35% | 619.81%-603.5pp | 528.60%-512.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,907 | $1,202+225.0% | $932+319.1% | $4,299-9.1% |
| Participant deferral / active EE | $9,767 | $2,364+313.1% | $1,826+434.8% | $6,507+50.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |