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 | $20,324 | $90,600-77.6% | $79,464-74.4% | $135,375-85.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.87% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,113 | $3,068-63.7% | $2,800-60.3% | $4,779-76.7% |
| Participant deferral / active EE | $1,113 | $4,050-72.5% | $3,704-70.0% | $5,609-80.2% |
| Admin fee / account holder | $26 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |