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 | $63,000 | $99,652-36.8% | $78,778-20.0% | $147,584-57.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.21% | 47.28%-29.1pp | 35.62%-17.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,358 | $2,796-15.6% | $1,986+18.8% | $4,876-51.6% |
| Participant deferral / active EE | $1,824 | $3,664-50.2% | $2,958-38.3% | $5,439-66.5% |
| Admin fee / account holder | $19 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |