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 | $51,148 | $82,664-38.1% | $125,339-59.2% | $68,494-25.3% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -16.28% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,246 | $3,381-33.6% | $4,814-53.3% | $2,596-13.5% |
| Participant deferral / active EE | $4,375 | $6,110-28.4% | $7,446-41.2% | $4,027+8.6% |
| Admin fee / account holder | $15 | $6,275-99.8% | $10,010-99.8% | $5,403-99.7% |