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 6-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 | $3,115 | $81,625-96.2% | $58,482-94.7% | $139,434-97.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.60% | 7404.20%-7386.6pp | 4239.32%-4221.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $650 | $1,398-53.5% | $1,053-38.3% | $4,751-86.3% |
| Participant deferral / active EE | $699 | $2,557-72.7% | $1,924-63.7% | $6,710-89.6% |
| Admin fee / account holder | $38 | $3,265-98.8% | $2,516-98.5% | $11,403-99.7% |