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 | $47,997 | $99,079-51.6% | $77,999-38.5% | $273,961-82.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.75% | 217.93%-213.2pp | 425.96%-421.2pp | 41.45%-36.7pp |
| Employer contribution / active EE | $6,396 | $3,308+93.4% | $2,470+158.9% | $4,869+31.4% |
| Participant deferral / active EE | $5,325 | $4,306+23.7% | $3,497+52.3% | $5,287+0.7% |
| Admin fee / account holder | $26 | $8,954-99.7% | $5,480-99.5% | $10,132-99.7% |