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 | $7,416 | $85,022-91.3% | $70,515-89.5% | $139,434-94.7% |
| Participation rate | 70.0% | 73.9%-3.9pp | 68.3%+1.7pp | 80.3%-10.3pp |
| Annual return | 29.74% | 30.38%-0.6pp | 32.77%-3.0pp | 372.94%-343.2pp |
| Employer contribution / active EE | $968 | $3,909-75.2% | $2,973-67.4% | $4,751-79.6% |
| Participant deferral / active EE | $1,760 | $5,890-70.1% | $4,567-61.5% | $6,710-73.8% |
| Admin fee / account holder | $186 | $8,906-97.9% | $6,412-97.1% | $11,403-98.4% |