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 10-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 | $22,360 | $70,606-68.3% | $53,898-58.5% | $142,382-84.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.49% | 619.81%-606.3pp | 528.60%-515.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $687 | $1,202-42.9% | $932-26.3% | $4,299-84.0% |
| Participant deferral / active EE | $2,356 | $2,364-0.4% | $1,826+29.0% | $6,507-63.8% |
| Admin fee / account holder | $8 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |