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 | $67,575 | $91,538-26.2% | $129,995-48.0% | $75,163-10.1% |
| Participation rate | 82.9% | 71.4%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 19.81% | -631.11%+650.9pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,013 | $2,845-29.2% | $4,320-53.4% | $2,670-24.6% |
| Participant deferral / active EE | $6,581 | $4,341+51.6% | $5,820+13.1% | $4,125+59.5% |
| Admin fee / account holder | $4 | $6,790-99.9% | $10,614-100.0% | $5,651-99.9% |