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 | $21,276 | $100,852-78.9% | $90,404-76.5% | $158,922-86.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.76% | 1724.20%-1710.4pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,549 | $3,689-30.9% | $3,262-21.9% | $4,761-46.5% |
| Participant deferral / active EE | $3,070 | $4,348-29.4% | $3,963-22.5% | $5,982-48.7% |
| Admin fee / account holder | $52 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |