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 | $19,030 | $96,635-80.3% | $86,612-78.0% | $139,434-86.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.09% | 106.41%-89.3pp | 591.07%-574.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,608 | $3,263-50.7% | $3,022-46.8% | $4,751-66.2% |
| Participant deferral / active EE | $4,561 | $4,836-5.7% | $4,438+2.8% | $6,710-32.0% |
| Admin fee / account holder | $157 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |