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 | $39,671 | $93,024-57.4% | $77,024-48.5% | $134,475-70.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.08% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $5,191 | $3,418+51.9% | $2,812+84.6% | $4,740+9.5% |
| Participant deferral / active EE | $11,924 | $5,238+127.6% | $4,426+169.4% | $6,400+86.3% |
| Admin fee / account holder | $92 | $6,944-98.7% | $5,425-98.3% | $11,426-99.2% |