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 8-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 | $46,543 | $138,044-66.3% | $125,339-62.9% | $134,475-65.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -20.28% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,528 | $5,243-13.6% | $4,814-5.9% | $4,740-4.5% |
| Participant deferral / active EE | $9,959 | $7,799+27.7% | $7,446+33.7% | $6,400+55.6% |
| Admin fee / account holder | $82 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |