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 | $14,950 | $88,751-83.2% | $81,812-81.7% | $145,922-89.8% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,958 | $4,643-14.8% | $4,319-8.3% | $6,688-40.8% |
| Admin fee / account holder | $36 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |