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 | $52,604 | $133,958-60.7% | $112,228-53.1% | $134,475-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.28% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,040 | $4,038-49.5% | $3,635-43.9% | $4,740-57.0% |
| Participant deferral / active EE | $2,600 | $5,291-50.9% | $4,728-45.0% | $6,400-59.4% |
| Admin fee / account holder | $208 | $7,489-97.2% | $6,410-96.8% | $11,426-98.2% |