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 | $10,623 | $64,839-83.6% | $95,585-88.9% | $84,808-87.5% |
| Participation rate | 88.0% | 63.8%+24.2pp | 72.1%+15.9pp | 68.3%+19.7pp |
| Annual return | 46.39% | -670.96%+717.4pp | 38.56%+7.8pp | 40.90%+5.5pp |
| Employer contribution / active EE | $1,340 | $1,759-23.8% | $2,527-47.0% | $2,631-49.1% |
| Participant deferral / active EE | $2,997 | $2,965+1.1% | $4,023-25.5% | $4,212-28.8% |
| Admin fee / account holder | $72 | $5,964-98.8% | $6,127-98.8% | $7,344-99.0% |