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 | $43,682 | $160,055-72.7% | $140,016-68.8% | $135,375-67.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.81% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,930 | $6,420-69.9% | $5,606-65.6% | $4,779-59.6% |
| Participant deferral / active EE | $3,418 | $7,642-55.3% | $6,927-50.7% | $5,609-39.1% |
| Admin fee / account holder | $49 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |