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 | $2,270 | $29,319-92.3% | $52,425-95.7% | $82,448-97.2% |
| Participation rate | 79.1% | 46.9%+32.2pp | 55.6%+23.4pp | 68.1%+11.0pp |
| Annual return | 21.63% | 535.20%-513.6pp | 302.12%-280.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $755 | $1,171-35.6% | $1,790-57.9% | $4,139-81.8% |
| Admin fee / account holder | $116 | $1,962-94.1% | $2,495-95.4% | $7,234-98.4% |