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 | $48,193 | $160,055-69.9% | $140,016-65.6% | $135,375-64.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.93% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.7pp |
| Employer contribution / active EE | $5,534 | $6,420-13.8% | $5,606-1.3% | $4,779+15.8% |
| Participant deferral / active EE | $4,683 | $7,642-38.7% | $6,927-32.4% | $5,609-16.5% |
| Admin fee / account holder | $92 | $13,328-99.3% | $10,705-99.1% | $10,827-99.1% |