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 7-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 | $21,468 | $158,398-86.4% | $126,539-83.0% | $142,382-84.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.43% | 593.76%-569.3pp | 425.95%-401.5pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,172 | $4,650-53.3% | $3,674-40.9% | $4,299-49.5% |
| Participant deferral / active EE | $2,433 | $4,767-49.0% | $4,083-40.4% | $6,507-62.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |