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 7-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 | $31,122 | $138,044-77.5% | $125,339-75.2% | $134,475-76.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.39% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,418 | $5,243-53.9% | $4,814-49.8% | $4,740-49.0% |
| Participant deferral / active EE | $5,631 | $7,799-27.8% | $7,446-24.4% | $6,400-12.0% |
| Admin fee / account holder | $134 | $11,571-98.8% | $10,010-98.7% | $11,426-98.8% |