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 | $2,039 | $81,625-97.5% | $58,482-96.5% | $139,434-98.5% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.5pp | 80.3%+12.0pp |
| Annual return | 32.14% | 7404.20%-7372.1pp | 4239.32%-4207.2pp | 372.94%-340.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,489 | $2,557-41.7% | $1,924-22.6% | $6,710-77.8% |
| Admin fee / account holder | $151 | $3,265-95.4% | $2,516-94.0% | $11,403-98.7% |