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 | $23,767 | $81,625-70.9% | $58,482-59.4% | $139,434-83.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 38.48% | 7404.20%-7365.7pp | 4239.32%-4200.8pp | 372.94%-334.5pp |
| Employer contribution / active EE | $18,947 | $1,398+1255.0% | $1,053+1698.9% | $4,751+298.8% |
| Participant deferral / active EE | $2,442 | $2,557-4.5% | $1,924+26.9% | $6,710-63.6% |
| Admin fee / account holder | $65 | $3,265-98.0% | $2,516-97.4% | $11,403-99.4% |