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 | $19,241 | $92,703-79.2% | $82,719-76.7% | $134,475-85.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,103 | $3,274-35.8% | $3,009-30.1% | $4,740-55.6% |
| Participant deferral / active EE | $5,355 | $4,802+11.5% | $4,395+21.8% | $6,400-16.3% |
| Admin fee / account holder | $295 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |