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 6-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 | $14,742 | $70,756-79.2% | $65,493-77.5% | $142,382-89.6% |
| Participation rate | 87.0% | 77.4%+9.6pp | 73.1%+13.9pp | 80.1%+6.8pp |
| Annual return | 14.85% | 1754.89%-1740.0pp | 982.45%-967.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $391 | $2,881-86.4% | $2,574-84.8% | $4,299-90.9% |
| Participant deferral / active EE | $2,701 | $4,637-41.8% | $3,961-31.8% | $6,507-58.5% |
| Admin fee / account holder | $77 | $6,559-98.8% | $5,028-98.5% | $12,624-99.4% |