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 5-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 | $1,893 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 9.03% | 2994.23%-2985.2pp | 1701.33%-1692.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $497 | $1,380-64.0% | $1,039-52.2% | $4,660-89.3% |
| Participant deferral / active EE | $567 | $2,623-78.4% | $1,952-70.9% | $6,688-91.5% |
| Admin fee / account holder | $146 | $3,334-95.6% | $2,829-94.8% | $13,397-98.9% |