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 | $6,606 | $158,398-95.8% | $126,539-94.8% | $142,382-95.4% |
| Participation rate | 95.7% | 75.8%+19.8pp | 69.8%+25.8pp | 80.1%+15.5pp |
| Annual return | 29.53% | 593.76%-564.2pp | 425.95%-396.4pp | 217.08%-187.5pp |
| Employer contribution / active EE | $950 | $4,650-79.6% | $3,674-74.1% | $4,299-77.9% |
| Participant deferral / active EE | $1,780 | $4,767-62.7% | $4,083-56.4% | $6,507-72.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |