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 6-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 | $16,976 | $110,502-84.6% | $80,716-79.0% | $167,490-89.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.78% | 120.54%-101.8pp | 87.28%-68.5pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,583 | $1,543+2.6% | $1,160+36.5% | $4,837-67.3% |
| Participant deferral / active EE | $3,365 | $2,871+17.2% | $2,146+56.8% | $6,341-46.9% |
| Admin fee / account holder | $149 | $4,545-96.7% | $3,380-95.6% | $12,309-98.8% |