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 | $3,934 | $74,888-94.7% | $71,209-94.5% | $142,382-97.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 25.78% | 345.14%-319.4pp | 282.51%-256.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,643 | $4,454-63.1% | $4,175-60.6% | $6,507-74.7% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |