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 | $26,388 | $105,931-75.1% | $81,930-67.8% | $158,922-83.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 75.58% | 38.17%+37.4pp | 29.49%+46.1pp | 302.83%-227.2pp |
| Employer contribution / active EE | $1,168 | $7,800-85.0% | $4,310-72.9% | $4,761-75.5% |
| Participant deferral / active EE | $1,288 | $13,003-90.1% | $7,107-81.9% | $5,982-78.5% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |