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 | $15,932 | $111,724-85.7% | $93,606-83.0% | $145,922-89.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.94% | 202.98%-186.0pp | 133.20%-116.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,430 | $3,090-53.7% | $2,420-40.9% | $4,660-69.3% |
| Participant deferral / active EE | $2,636 | $4,912-46.3% | $4,411-40.3% | $6,688-60.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |