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 7-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 | $5,968 | $70,606-91.5% | $53,898-88.9% | $142,382-95.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.06% | 619.81%-606.8pp | 528.60%-515.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $381 | $1,202-68.3% | $932-59.1% | $4,299-91.1% |
| Participant deferral / active EE | $827 | $2,364-65.0% | $1,826-54.7% | $6,507-87.3% |
| Admin fee / account holder | $209 | $2,852-92.7% | $2,491-91.6% | $12,624-98.3% |