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 | $27,321 | $70,606-61.3% | $53,898-49.3% | $142,382-80.8% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 16.28% | 619.81%-603.5pp | 528.60%-512.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $696 | $1,202-42.1% | $932-25.3% | $4,299-83.8% |
| Participant deferral / active EE | $2,881 | $2,364+21.9% | $1,826+57.8% | $6,507-55.7% |
| Admin fee / account holder | $281 | $2,852-90.1% | $2,491-88.7% | $12,624-97.8% |