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 6-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 | $17,220 | $111,754-84.6% | $103,333-83.3% | $145,922-88.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.82% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,638 | $4,212-61.1% | $3,868-57.7% | $4,660-64.8% |
| Participant deferral / active EE | $1,880 | $5,619-66.5% | $5,057-62.8% | $6,688-71.9% |
| Admin fee / account holder | $25 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |