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 | $666 | $25,979-97.4% | $71,735-99.1% | $68,494-99.0% |
| Participation rate | 88.9% | 54.5%+34.4pp | 62.3%+26.6pp | 67.9%+21.0pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $728 | $1,522-52.2% | $2,658-72.6% | $4,027-81.9% |
| Admin fee / account holder | $8 | $2,022-99.6% | $3,974-99.8% | $5,403-99.9% |