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 10-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 | $22,527 | $104,106-78.4% | $71,086-68.3% | $135,375-83.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.05% | 1256.30%-1264.3pp | 650.59%-658.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,700 | $1,485+14.5% | $1,088+56.3% | $4,779-64.4% |
| Participant deferral / active EE | $2,150 | $2,527-14.9% | $1,874+14.7% | $5,609-61.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |