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 10-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 | $29,656 | $65,685-54.9% | $57,179-48.1% | $273,961-89.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.51% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-32.9pp |
| Employer contribution / active EE | $885 | $3,279-73.0% | $2,682-67.0% | $4,869-81.8% |
| Participant deferral / active EE | $1,035 | $3,782-72.6% | $3,096-66.6% | $5,287-80.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |