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 | $16,999 | $107,334-84.2% | $92,893-81.7% | $152,861-88.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.24% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $899 | $4,221-78.7% | $3,653-75.4% | $4,762-81.1% |
| Participant deferral / active EE | $2,247 | $4,845-53.6% | $4,236-47.0% | $5,850-61.6% |
| Admin fee / account holder | $42 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |