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 | $24,593 | $118,849-79.3% | $96,562-74.5% | $167,490-85.3% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,898 | $3,120-39.1% | $2,356-19.4% | $4,837-60.8% |
| Participant deferral / active EE | $15,056 | $4,616+226.2% | $3,849+291.2% | $6,341+137.4% |
| Admin fee / account holder | $107 | $8,065-98.7% | $6,181-98.3% | $12,309-99.1% |