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 | $36,669 | $93,024-60.6% | $77,024-52.4% | $134,475-72.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.69% | 62.60%-79.3pp | 42.32%-59.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $8,416 | $3,418+146.2% | $2,812+199.3% | $4,740+77.6% |
| Participant deferral / active EE | $9,480 | $5,238+81.0% | $4,426+114.2% | $6,400+48.1% |
| Admin fee / account holder | $17 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |