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 | $3,555 | $72,071-95.1% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 32.21% | 353.14%-320.9pp | 292.57%-260.4pp | 220.34%-188.1pp |
| Employer contribution / active EE | $874 | $2,788-68.7% | $2,649-67.0% | $4,156-79.0% |
| Participant deferral / active EE | $991 | $4,410-77.5% | $4,123-76.0% | $6,407-84.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |