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 5-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 | $23,482 | $96,305-75.6% | $80,569-70.9% | $139,434-83.2% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 24.83% | 1350.08%-1325.3pp | 935.43%-910.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,637 | $3,262-49.8% | $2,723-39.9% | $4,751-65.5% |
| Participant deferral / active EE | $4,123 | $5,232-21.2% | $4,447-7.3% | $6,710-38.6% |
| Admin fee / account holder | $105 | $6,599-98.4% | $5,377-98.0% | $11,403-99.1% |