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 4-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 | $25,266 | $210,648-88.0% | $177,989-85.8% | $145,922-82.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.41% | 385.86%-367.5pp | 294.48%-276.1pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,304 | $4,565-49.5% | $3,949-41.7% | $4,660-50.6% |
| Participant deferral / active EE | $2,759 | $6,958-60.4% | $6,276-56.0% | $6,688-58.8% |
| Admin fee / account holder | $95 | $12,013-99.2% | $10,363-99.1% | $13,397-99.3% |