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 9-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 | $8,982 | $158,398-94.3% | $126,539-92.9% | $142,382-93.7% |
| Participation rate | 84.2% | 75.8%+8.4pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 23.40% | 593.76%-570.4pp | 425.95%-402.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,214 | $4,650-73.9% | $3,674-67.0% | $4,299-71.8% |
| Participant deferral / active EE | $1,139 | $4,767-76.1% | $4,083-72.1% | $6,507-82.5% |
| Admin fee / account holder | $48 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |