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 | $33,323 | $105,126-68.3% | $94,646-64.8% | $139,434-76.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.19% | 38.03%-21.8pp | 156.71%-140.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,098 | $4,106-73.3% | $3,672-70.1% | $4,751-76.9% |
| Participant deferral / active EE | $2,912 | $7,599-61.7% | $7,418-60.7% | $6,710-56.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |