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 | $16,859 | $107,015-84.2% | $73,545-77.1% | $147,584-88.6% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 22.89% | 38.25%-15.4pp | -15.16%+38.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $600 | $1,760-65.9% | $1,219-50.8% | $4,876-87.7% |
| Participant deferral / active EE | $985 | $2,462-60.0% | $1,806-45.4% | $5,439-81.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |