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 | $82,494 | $95,971-14.0% | $74,550+10.7% | $135,375-39.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.15% | 56.96%-52.8pp | 32.53%-28.4pp | 519.73%-515.6pp |
| Employer contribution / active EE | $511 | $2,716-81.2% | $1,961-73.9% | $4,779-89.3% |
| Participant deferral / active EE | $2,472 | $3,843-35.7% | $3,108-20.5% | $5,609-55.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |