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 | $27,481 | $70,606-61.1% | $53,898-49.0% | $142,382-80.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.63% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,319 | $1,202+93.0% | $932+148.9% | $4,299-46.0% |
| Participant deferral / active EE | $4,417 | $2,364+86.8% | $1,826+141.8% | $6,507-32.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |