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 3-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 | $12,263 | $67,823-81.9% | $52,425-76.6% | $137,256-91.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 24.55% | 219.11%-194.6pp | 302.12%-277.6pp | 220.34%-195.8pp |
| Employer contribution / active EE | $959 | $1,163-17.5% | $914+5.0% | $4,156-76.9% |
| Participant deferral / active EE | $3,071 | $2,288+34.2% | $1,790+71.5% | $6,407-52.1% |
| Admin fee / account holder | $180 | $2,844-93.7% | $2,495-92.8% | $12,270-98.5% |