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 6-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 | $22,820 | $104,664-78.2% | $85,682-73.4% | $167,490-86.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.34% | 21.45%-7.1pp | 21.49%-7.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,304 | $3,337-30.9% | $2,618-12.0% | $4,837-52.4% |
| Participant deferral / active EE | $7,596 | $4,824+57.4% | $3,923+93.6% | $6,341+19.8% |
| Admin fee / account holder | $71 | $10,032-99.3% | $6,873-99.0% | $12,309-99.4% |