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 | $61,835 | $82,664-25.2% | $125,339-50.7% | $68,494-9.7% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -14.07% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,151 | $3,381-66.0% | $4,814-76.1% | $2,596-55.7% |
| Participant deferral / active EE | $2,631 | $6,110-56.9% | $7,446-64.7% | $4,027-34.7% |
| Admin fee / account holder | $259 | $6,275-95.9% | $10,010-97.4% | $5,403-95.2% |