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 9-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 | $26,122 | $106,890-75.6% | $84,015-68.9% | $152,861-82.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.92% | 104.99%-89.1pp | 71.31%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $6,098 | $2,734+123.0% | $1,983+207.4% | $4,762+28.0% |
| Participant deferral / active EE | $5,512 | $4,011+37.4% | $3,239+70.2% | $5,850-5.8% |
| Admin fee / account holder | $30 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |