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 | $6,780 | $54,705-87.6% | $71,209-90.5% | $84,808-92.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.93% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $399 | $2,158-81.5% | $2,721-85.3% | $2,631-84.8% |
| Participant deferral / active EE | $2,373 | $3,030-21.7% | $4,175-43.2% | $4,212-43.7% |
| Admin fee / account holder | $188 | $4,863-96.1% | $5,349-96.5% | $7,344-97.4% |