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 | $5,092 | $70,606-92.8% | $53,898-90.6% | $142,382-96.4% |
| Participation rate | 81.0% | 63.7%+17.2pp | 55.0%+26.0pp | 80.1%+0.8pp |
| Annual return | 27.10% | 619.81%-592.7pp | 528.60%-501.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $738 | $1,202-38.6% | $932-20.9% | $4,299-82.8% |
| Participant deferral / active EE | $894 | $2,364-62.2% | $1,826-51.1% | $6,507-86.3% |
| Admin fee / account holder | $278 | $2,852-90.3% | $2,491-88.8% | $12,624-97.8% |