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 | $27,606 | $121,625-77.3% | $104,607-73.6% | $158,922-82.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.04% | 465.26%-446.2pp | 340.46%-321.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,601 | $3,163+13.9% | $2,681+34.3% | $4,761-24.4% |
| Participant deferral / active EE | $7,382 | $4,177+76.7% | $3,740+97.4% | $5,982+23.4% |
| Admin fee / account holder | $70 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |