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 | $30,253 | $190,805-84.1% | $159,960-81.1% | $134,475-77.5% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -10.00% | 552.23%-562.2pp | 408.60%-418.6pp | 417.96%-428.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,088 | $6,923-40.9% | $6,182-33.9% | $6,400-36.1% |
| Admin fee / account holder | $49 | $10,471-99.5% | $8,698-99.4% | $11,426-99.6% |