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 | $55,013 | $92,703-40.7% | $82,719-33.5% | $134,475-59.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.24% | 944.92%-965.2pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $5,433 | $3,274+65.9% | $3,009+80.6% | $4,740+14.6% |
| Participant deferral / active EE | $14,161 | $4,802+194.9% | $4,395+222.2% | $6,400+121.3% |
| Admin fee / account holder | $21 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |