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 | $33,331 | $115,770-71.2% | $101,248-67.1% | $158,922-79.0% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,935 | $4,175-53.6% | $3,660-47.1% | $4,761-59.3% |
| Participant deferral / active EE | $2,430 | $4,957-51.0% | $4,370-44.4% | $5,982-59.4% |
| Admin fee / account holder | $274 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |