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 | $43,222 | $92,703-53.4% | $82,719-47.7% | $134,475-67.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -18.84% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,991 | $3,274-39.2% | $3,009-33.8% | $4,740-58.0% |
| Participant deferral / active EE | $5,734 | $4,802+19.4% | $4,395+30.5% | $6,400-10.4% |
| Admin fee / account holder | $57 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |