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 | $19,090 | $108,642-82.4% | $74,701-74.4% | $152,861-87.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 23.70% | 114.06%-90.4pp | 752.92%-729.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,423 | $1,503+61.2% | $1,084+123.6% | $4,762-49.1% |
| Participant deferral / active EE | $3,056 | $2,712+12.7% | $1,964+55.6% | $5,850-47.8% |
| Admin fee / account holder | $113 | $4,902-97.7% | $3,333-96.6% | $11,596-99.0% |