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 | $14,480 | $47,479-69.5% | $62,929-77.0% | $82,448-82.4% |
| Participation rate | 96.0% | 66.9%+29.1pp | 73.1%+22.9pp | 68.1%+27.9pp |
| Annual return | 22.27% | 20.34%+1.9pp | 1063.93%-1041.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $456 | $1,885-75.8% | $2,505-81.8% | $2,551-82.1% |
| Participant deferral / active EE | $2,294 | $2,870-20.1% | $3,888-41.0% | $4,139-44.6% |
| Admin fee / account holder | $205 | $3,804-94.6% | $5,065-96.0% | $7,234-97.2% |