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 6-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 | $3,483 | $30,400-88.5% | $53,898-93.5% | $84,808-95.9% |
| Participation rate | 96.0% | 46.4%+49.6pp | 55.0%+41.0pp | 68.3%+27.7pp |
| Annual return | 23.52% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $269 | $603-55.3% | $932-71.1% | $2,631-89.8% |
| Participant deferral / active EE | $460 | $1,199-61.6% | $1,826-74.8% | $4,212-89.1% |
| Admin fee / account holder | $236 | $1,993-88.1% | $2,491-90.5% | $7,344-96.8% |