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 8-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 | $23,915 | $65,685-63.6% | $57,179-58.2% | $273,961-91.3% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $592 | $3,279-81.9% | $2,682-77.9% | $4,869-87.8% |
| Participant deferral / active EE | $733 | $3,782-80.6% | $3,096-76.3% | $5,287-86.1% |
| Admin fee / account holder | $30 | $4,835-99.4% | $3,139-99.0% | $10,132-99.7% |