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 | $17,409 | $104,106-83.3% | $71,086-75.5% | $135,375-87.1% |
| Participation rate | 71.4% | 65.7%+5.8pp | 54.7%+16.8pp | 82.6%-11.2pp |
| Annual return | -12.17% | 1256.30%-1268.5pp | 650.59%-662.8pp | 519.73%-531.9pp |
| Employer contribution / active EE | $859 | $1,485-42.1% | $1,088-21.0% | $4,779-82.0% |
| Participant deferral / active EE | $3,986 | $2,527+57.7% | $1,874+112.7% | $5,609-28.9% |
| Admin fee / account holder | $160 | $4,142-96.1% | $3,082-94.8% | $10,827-98.5% |