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 | $1,947 | $30,400-93.6% | $53,898-96.4% | $84,808-97.7% |
| Participation rate | 88.5% | 46.4%+42.0pp | 55.0%+33.5pp | 68.3%+20.2pp |
| Annual return | 22.30% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $876 | $1,199-26.9% | $1,826-52.0% | $4,212-79.2% |
| Admin fee / account holder | $85 | $1,993-95.7% | $2,491-96.6% | $7,344-98.8% |