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 3-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 | $5,406 | $95,266-94.3% | $82,389-93.4% | $142,382-96.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.57% | 25.74%-5.2pp | 28.67%-8.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $747 | $2,991-75.0% | $2,517-70.3% | $4,299-82.6% |
| Participant deferral / active EE | $1,359 | $4,809-71.7% | $4,155-67.3% | $6,507-79.1% |
| Admin fee / account holder | $53 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |