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 | $14,156 | $100,852-86.0% | $90,404-84.3% | $158,922-91.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.49% | 1724.20%-1712.7pp | 1293.02%-1281.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $797 | $3,689-78.4% | $3,262-75.6% | $4,761-83.3% |
| Participant deferral / active EE | $2,258 | $4,348-48.1% | $3,963-43.0% | $5,982-62.2% |
| Admin fee / account holder | $230 | $6,501-96.5% | $5,611-95.9% | $11,246-98.0% |