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 | $28,095 | $97,757-71.3% | $83,848-66.5% | $135,375-79.2% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -5.58% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,456 | $4,222-41.8% | $3,631-32.4% | $4,779-48.6% |
| Participant deferral / active EE | $2,632 | $4,682-43.8% | $4,082-35.5% | $5,609-53.1% |
| Admin fee / account holder | $52 | $6,674-99.2% | $5,478-99.1% | $10,827-99.5% |