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 | $5,787 | $70,606-91.8% | $53,898-89.3% | $142,382-95.9% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 18.71% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $215 | $1,202-82.1% | $932-76.9% | $4,299-95.0% |
| Participant deferral / active EE | $1,629 | $2,364-31.1% | $1,826-10.8% | $6,507-75.0% |
| Admin fee / account holder | $283 | $2,852-90.1% | $2,491-88.6% | $12,624-97.8% |