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 | $19,812 | $67,331-70.6% | $60,874-67.5% | $134,475-85.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $706 | $3,096-77.2% | $2,701-73.9% | $4,740-85.1% |
| Participant deferral / active EE | $13,578 | $4,538+199.2% | $3,817+255.8% | $6,400+112.2% |
| Admin fee / account holder | $11 | $4,582-99.8% | $3,224-99.7% | $11,426-99.9% |