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 | $56,813 | $138,065-58.9% | $123,544-54.0% | $135,375-58.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.80% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,587 | $6,799+85.1% | $6,426+95.9% | $5,609+124.4% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |