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 | $36,330 | $118,919-69.5% | $88,538-59.0% | $152,861-76.2% |
| Participation rate | 84.6% | 73.4%+11.2pp | 68.7%+15.9pp | 82.4%+2.2pp |
| Annual return | 24.73% | 47.92%-23.2pp | 43.64%-18.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $434 | $2,669-83.8% | $2,098-79.3% | $4,762-90.9% |
| Participant deferral / active EE | $2,220 | $3,549-37.4% | $2,914-23.8% | $5,850-62.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |