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 5-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 | $33,275 | $209,832-84.1% | $189,513-82.4% | $167,490-80.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $11,550 | $6,914+67.1% | $6,162+87.5% | $4,837+138.8% |
| Participant deferral / active EE | $19,950 | $8,935+123.3% | $8,221+142.7% | $6,341+214.6% |
| Admin fee / account holder | $60 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |