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 | $32,198 | $138,044-76.7% | $125,339-74.3% | $134,475-76.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.11% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,337 | $5,243-17.3% | $4,814-9.9% | $4,740-8.5% |
| Participant deferral / active EE | $5,176 | $7,799-33.6% | $7,446-30.5% | $6,400-19.1% |
| Admin fee / account holder | $58 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |