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 6-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 | $21,532 | $48,570-55.7% | $130,648-83.5% | $72,985-70.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,035 | $1,334-22.4% | $4,092-74.7% | $2,440-57.6% |
| Participant deferral / active EE | $5,175 | $2,384+117.1% | $3,603+43.6% | $3,607+43.5% |
| Admin fee / account holder | $60 | $3,549-98.3% | $5,464-98.9% | $5,124-98.8% |