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 9-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 | $13,225 | $72,400-81.7% | $67,502-80.4% | $145,922-90.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.30% | 7182.46%-7171.2pp | 3512.12%-3500.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,088 | $3,069-64.6% | $2,731-60.2% | $4,660-76.7% |
| Participant deferral / active EE | $3,006 | $4,783-37.1% | $4,000-24.8% | $6,688-55.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |