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 | $19,031 | $88,594-78.5% | $70,092-72.8% | $134,475-85.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | 3.75% | 442.67%-438.9pp | 190.73%-187.0pp | 417.96%-414.2pp |
| Employer contribution / active EE | $773 | $3,233-76.1% | $2,559-69.8% | $4,740-83.7% |
| Participant deferral / active EE | $1,021 | $4,772-78.6% | $3,849-73.5% | $6,400-84.1% |
| Admin fee / account holder | $68 | $10,441-99.3% | $6,267-98.9% | $11,426-99.4% |