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 | $8,197 | $69,207-88.2% | $64,056-87.2% | $139,434-94.1% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 466.88% | 45.88%+421.0pp | 33.69%+433.2pp | 372.94%+93.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,153 | $4,682+52.8% | $3,880+84.3% | $6,710+6.6% |
| Admin fee / account holder | $6 | $4,244-99.9% | $3,068-99.8% | $11,403-99.9% |