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 | $2,158 | $30,400-92.9% | $53,898-96.0% | $84,808-97.5% |
| Participation rate | 71.0% | 46.4%+24.5pp | 55.0%+16.0pp | 68.3%+2.7pp |
| Annual return | 19.36% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $279 | $603-53.7% | $932-70.0% | $2,631-89.4% |
| Participant deferral / active EE | $620 | $1,199-48.2% | $1,826-66.0% | $4,212-85.3% |
| Admin fee / account holder | $123 | $1,993-93.9% | $2,491-95.1% | $7,344-98.3% |