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 7-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 | $9,529 | $88,751-89.3% | $81,812-88.4% | $145,922-93.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,552 | $3,083+15.2% | $2,912+22.0% | $4,660-23.8% |
| Participant deferral / active EE | $6,302 | $4,643+35.7% | $4,319+45.9% | $6,688-5.8% |
| Admin fee / account holder | $9 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |