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 | $42,346 | $168,632-74.9% | $147,614-71.3% | $125,391-66.2% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -0.34% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,783 | $6,252-55.5% | $5,564-50.0% | $4,866-42.8% |
| Participant deferral / active EE | $4,585 | $5,507-16.7% | $4,895-6.3% | $5,352-14.3% |
| Admin fee / account holder | $27 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |