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 | $15,695 | $127,264-87.7% | $109,895-85.7% | $167,490-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,970 | $3,322-10.6% | $2,842+4.5% | $4,837-38.6% |
| Participant deferral / active EE | $12,210 | $4,514+170.5% | $4,048+201.6% | $6,341+92.5% |
| Admin fee / account holder | $4 | $7,114-99.9% | $6,066-99.9% | $12,309-100.0% |