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 | $83,430 | $180,449-53.8% | $154,107-45.9% | $135,375-38.4% |
| Participation rate | 76.5% | 87.4%-11.0pp | 83.0%-6.6pp | 82.6%-6.2pp |
| Annual return | -6.51% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,107 | $6,035-65.1% | $5,298-60.2% | $4,779-55.9% |
| Participant deferral / active EE | $3,935 | $5,806-32.2% | $5,081-22.6% | $5,609-29.9% |
| Admin fee / account holder | $17 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |