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 | $13,272 | $24,730-46.3% | $66,042-79.9% | $84,808-84.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 20.78% | 79.55%-58.8pp | 52.11%-31.3pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,528 | $857+78.4% | $1,579-3.2% | $2,631-41.9% |
| Participant deferral / active EE | $2,049 | $1,737+18.0% | $2,835-27.7% | $4,212-51.3% |
| Admin fee / account holder | $224 | $3,014-92.6% | $5,747-96.1% | $7,344-96.9% |