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 | $24,941 | $107,334-76.8% | $92,893-73.2% | $152,861-83.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.36% | 145.58%-116.2pp | 109.41%-80.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $7,124 | $4,221+68.8% | $3,653+95.0% | $4,762+49.6% |
| Participant deferral / active EE | $10,729 | $4,845+121.5% | $4,236+153.3% | $5,850+83.4% |
| Admin fee / account holder | $5 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |