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 | $121,015 | $138,065-12.3% | $123,544-2.0% | $135,375-10.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.80% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,433 | $5,151-33.3% | $4,628-25.8% | $4,779-28.2% |
| Participant deferral / active EE | $6,232 | $6,799-8.3% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $158 | $10,916-98.6% | $9,284-98.3% | $10,827-98.5% |