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 7-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 | $27,589 | $106,543-74.1% | $91,220-69.8% | $134,475-79.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.11% | 160.60%-174.7pp | 114.01%-128.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $18,410 | $3,331+452.8% | $2,850+546.0% | $4,740+288.4% |
| Participant deferral / active EE | $12,283 | $4,719+160.3% | $4,234+190.1% | $6,400+91.9% |
| Admin fee / account holder | $120 | $6,231-98.1% | $5,420-97.8% | $11,426-99.0% |