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 3-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 | $3,177 | $70,606-95.5% | $53,898-94.1% | $142,382-97.8% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 28.39% | 619.81%-591.4pp | 528.60%-500.2pp | 217.08%-188.7pp |
| Employer contribution / active EE | $724 | $1,202-39.8% | $932-22.4% | $4,299-83.2% |
| Participant deferral / active EE | $906 | $2,364-61.7% | $1,826-50.4% | $6,507-86.1% |
| Admin fee / account holder | $64 | $2,852-97.7% | $2,491-97.4% | $12,624-99.5% |