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 | $21,901 | $153,311-85.7% | $109,313-80.0% | $273,961-92.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 1831.91% | 29.86%+1802.1pp | 22.07%+1809.8pp | 41.45%+1790.5pp |
| Employer contribution / active EE | $15,057 | $5,619+168.0% | $3,892+286.9% | $4,869+209.3% |
| Participant deferral / active EE | $4,121 | $3,932+4.8% | $3,166+30.1% | $5,287-22.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |