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 | $9,759 | $48,795-80.0% | $65,493-85.1% | $84,808-88.5% |
| Participation rate | 70.4% | 67.0%+3.4pp | 73.1%-2.7pp | 68.3%+2.1pp |
| Annual return | 25.81% | 20.20%+5.6pp | 982.45%-956.6pp | 40.90%-15.1pp |
| Employer contribution / active EE | $668 | $1,930-65.4% | $2,574-74.0% | $2,631-74.6% |
| Participant deferral / active EE | $1,815 | $2,928-38.0% | $3,961-54.2% | $4,212-56.9% |
| Admin fee / account holder | $166 | $3,877-95.7% | $5,028-96.7% | $7,344-97.7% |