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 4-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 | $23,725 | $70,606-66.4% | $53,898-56.0% | $142,382-83.3% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 20.58% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,002 | $1,202-16.7% | $932+7.5% | $4,299-76.7% |
| Participant deferral / active EE | $3,754 | $2,364+58.8% | $1,826+105.6% | $6,507-42.3% |
| Admin fee / account holder | $291 | $2,852-89.8% | $2,491-88.3% | $12,624-97.7% |