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 | $53,701 | $95,971-44.0% | $74,550-28.0% | $135,375-60.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.36% | 56.96%-64.3pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,637 | $2,716-2.9% | $1,961+34.5% | $4,779-44.8% |
| Participant deferral / active EE | $4,100 | $3,843+6.7% | $3,108+31.9% | $5,609-26.9% |
| Admin fee / account holder | $61 | $6,522-99.1% | $5,060-98.8% | $10,827-99.4% |