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 | $65,353 | $97,757-33.1% | $83,848-22.1% | $135,375-51.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.20% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $12,556 | $4,222+197.4% | $3,631+245.8% | $4,779+162.8% |
| Participant deferral / active EE | $7,139 | $4,682+52.5% | $4,082+74.9% | $5,609+27.3% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |