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 | $18,001 | $27,915-35.5% | $58,482-69.2% | $75,163-76.1% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.35% | 44.20%-27.9pp | 4239.32%-4223.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,353 | $669+102.3% | $1,053+28.5% | $2,670-49.3% |
| Participant deferral / active EE | $1,743 | $1,201+45.1% | $1,924-9.4% | $4,125-57.7% |
| Admin fee / account holder | $267 | $1,726-84.5% | $2,516-89.4% | $5,651-95.3% |