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 | $2,590 | $22,587-88.5% | $65,255-96.0% | $75,163-96.6% |
| Participation rate | 77.1% | 63.1%+14.1pp | 65.0%+12.2pp | 67.2%+10.0pp |
| Annual return | 101.17% | 71.03%+30.1pp | 47.35%+53.8pp | 160.62%-59.5pp |
| Employer contribution / active EE | $903 | $941-3.9% | $1,691-46.6% | $2,670-66.2% |
| Participant deferral / active EE | $995 | $1,695-41.3% | $2,831-64.9% | $4,125-75.9% |
| Admin fee / account holder | $160 | $1,876-91.5% | $4,112-96.1% | $5,651-97.2% |