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 5-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 | $7,098 | $74,888-90.5% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.80% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $546 | $2,854-80.9% | $2,721-79.9% | $4,299-87.3% |
| Participant deferral / active EE | $851 | $4,454-80.9% | $4,175-79.6% | $6,507-86.9% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |