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 | $1,768 | $22,587-92.2% | $65,255-97.3% | $75,163-97.6% |
| Participation rate | 73.4% | 63.1%+10.3pp | 65.0%+8.5pp | 67.2%+6.2pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $583 | $941-38.0% | $1,691-65.5% | $2,670-78.2% |
| Participant deferral / active EE | $1,155 | $1,695-31.9% | $2,831-59.2% | $4,125-72.0% |
| Admin fee / account holder | $13 | $1,876-99.3% | $4,112-99.7% | $5,651-99.8% |