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 10-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 | $77,503 | $99,079-21.8% | $77,999-0.6% | $273,961-71.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.60% | 217.93%-212.3pp | 425.96%-420.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,225 | $3,308-2.5% | $2,470+30.6% | $4,869-33.8% |
| Participant deferral / active EE | $9,264 | $4,306+115.1% | $3,497+164.9% | $5,287+75.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |