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 | $2,066 | $30,400-93.2% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 78.4% | 46.4%+31.9pp | 55.0%+23.4pp | 68.3%+10.1pp |
| Annual return | 23.47% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $648 | $1,199-46.0% | $1,826-64.5% | $4,212-84.6% |
| Admin fee / account holder | $144 | $1,993-92.8% | $2,491-94.2% | $7,344-98.0% |