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 | $5,607 | $74,888-92.5% | $71,209-92.1% | $142,382-96.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.21% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,030 | $2,854-63.9% | $2,721-62.1% | $4,299-76.0% |
| Participant deferral / active EE | $1,680 | $4,454-62.3% | $4,175-59.8% | $6,507-74.2% |
| Admin fee / account holder | $35 | $5,568-99.4% | $5,349-99.3% | $12,624-99.7% |