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 | $7,705 | $158,398-95.1% | $126,539-93.9% | $142,382-94.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 100.47% | 593.76%-493.3pp | 425.95%-325.5pp | 217.08%-116.6pp |
| Employer contribution / active EE | $1,153 | $4,650-75.2% | $3,674-68.6% | $4,299-73.2% |
| Participant deferral / active EE | $1,770 | $4,767-62.9% | $4,083-56.6% | $6,507-72.8% |
| Admin fee / account holder | $85 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |