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 8-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 | $19,233 | $104,106-81.5% | $71,086-72.9% | $135,375-85.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,906 | $1,485+28.4% | $1,088+75.2% | $4,779-60.1% |
| Participant deferral / active EE | $18,500 | $2,527+632.1% | $1,874+887.1% | $5,609+229.8% |
| Admin fee / account holder | $52 | $4,142-98.7% | $3,082-98.3% | $10,827-99.5% |