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 4-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 | $8,256 | $60,022-86.2% | $88,946-90.7% | $84,808-90.3% |
| Participation rate | 80.8% | 57.8%+22.9pp | 68.8%+11.9pp | 68.3%+12.5pp |
| Annual return | 25.05% | 22.43%+2.6pp | 57.82%-32.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,381 | $3,114-55.6% | $4,581-69.8% | $4,212-67.2% |
| Admin fee / account holder | $19 | $4,811-99.6% | $8,261-99.8% | $7,344-99.7% |