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 | $60,655 | $82,664-26.6% | $125,339-51.6% | $68,494-11.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,030 | $3,381-10.4% | $4,814-37.0% | $2,596+16.7% |
| Participant deferral / active EE | $7,768 | $6,110+27.1% | $7,446+4.3% | $4,027+92.9% |
| Admin fee / account holder | $112 | $6,275-98.2% | $10,010-98.9% | $5,403-97.9% |