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 | $139,330 | $180,449-22.8% | $154,107-9.6% | $135,375+2.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.42% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,308 | $6,035-61.8% | $5,298-56.4% | $4,779-51.7% |
| Participant deferral / active EE | $8,363 | $5,806+44.0% | $5,081+64.6% | $5,609+49.1% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |