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 | $14,937 | $99,877-85.0% | $84,966-82.4% | $145,922-89.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.86% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,018 | $3,231-37.5% | $2,727-26.0% | $4,660-56.7% |
| Participant deferral / active EE | $4,907 | $5,291-7.2% | $4,519+8.6% | $6,688-26.6% |
| Admin fee / account holder | $53 | $7,248-99.3% | $6,149-99.1% | $13,397-99.6% |