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 8-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 | $9,827 | $49,922-80.3% | $80,569-87.8% | $75,163-86.9% |
| Participation rate | 90.5% | 55.3%+35.2pp | 67.0%+23.5pp | 67.2%+23.3pp |
| Annual return | 22.40% | 34.69%-12.3pp | 935.43%-913.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $557 | $1,698-67.2% | $2,723-79.5% | $2,670-79.1% |
| Participant deferral / active EE | $1,487 | $2,990-50.3% | $4,447-66.6% | $4,125-63.9% |
| Admin fee / account holder | $39 | $3,577-98.9% | $5,377-99.3% | $5,651-99.3% |