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 | $104,175 | $138,065-24.5% | $123,544-15.7% | $135,375-23.0% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -7.10% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,956 | $5,151+54.4% | $4,628+71.9% | $4,779+66.5% |
| Participant deferral / active EE | $12,604 | $6,799+85.4% | $6,426+96.2% | $5,609+124.7% |
| Admin fee / account holder | $72 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |