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 7-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 | $8,609 | $74,888-88.5% | $71,209-87.9% | $142,382-94.0% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 20.52% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $585 | $2,854-79.5% | $2,721-78.5% | $4,299-86.4% |
| Participant deferral / active EE | $858 | $4,454-80.7% | $4,175-79.5% | $6,507-86.8% |
| Admin fee / account holder | $47 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |