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 | $9,317 | $74,888-87.6% | $71,209-86.9% | $142,382-93.5% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 212.72% | 345.14%-132.4pp | 282.51%-69.8pp | 217.08%-4.4pp |
| Employer contribution / active EE | $915 | $2,854-68.0% | $2,721-66.4% | $4,299-78.7% |
| Participant deferral / active EE | $1,548 | $4,454-65.2% | $4,175-62.9% | $6,507-76.2% |
| Admin fee / account holder | $203 | $5,568-96.4% | $5,349-96.2% | $12,624-98.4% |