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 | $16,387 | $158,398-89.7% | $126,539-87.0% | $142,382-88.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.00% | 593.76%-567.8pp | 425.95%-399.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,200 | $4,650-74.2% | $3,674-67.3% | $4,299-72.1% |
| Participant deferral / active EE | $2,650 | $4,767-44.4% | $4,083-35.1% | $6,507-59.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |