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 | $14,654 | $99,640-85.3% | $86,436-83.0% | $134,475-89.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,217 | $4,400-4.2% | $3,769+11.9% | $4,740-11.0% |
| Participant deferral / active EE | $7,210 | $7,246-0.5% | $6,952+3.7% | $6,400+12.7% |
| Admin fee / account holder | $16 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |