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 | $4,495 | $54,705-91.8% | $71,209-93.7% | $84,808-94.7% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 28.99% | 35.90%-6.9pp | 282.51%-253.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $535 | $2,158-75.2% | $2,721-80.3% | $2,631-79.7% |
| Participant deferral / active EE | $970 | $3,030-68.0% | $4,175-76.8% | $4,212-77.0% |
| Admin fee / account holder | $24 | $4,863-99.5% | $5,349-99.6% | $7,344-99.7% |