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 8-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 | $20,078 | $176,662-88.6% | $130,648-84.6% | $152,861-86.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 18.58% | 2692.24%-2673.7pp | 1708.96%-1690.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,705 | $5,742-52.9% | $4,092-33.9% | $4,762-43.2% |
| Participant deferral / active EE | $5,077 | $4,361+16.4% | $3,603+40.9% | $5,850-13.2% |
| Admin fee / account holder | $6 | $7,133-99.9% | $5,464-99.9% | $11,596-99.9% |