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 | $23,261 | $100,901-76.9% | $75,670-69.3% | $147,584-84.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 13.76% | 35.78%-22.0pp | 27.34%-13.6pp | 578.55%-564.8pp |
| Employer contribution / active EE | $308 | $3,253-90.5% | $2,352-86.9% | $4,876-93.7% |
| Participant deferral / active EE | $6,156 | $4,027+52.9% | $3,142+95.9% | $5,439+13.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |