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 9-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 | $58,237 | $82,664-29.5% | $125,339-53.5% | $68,494-15.0% |
| Participation rate | 75.8% | 75.0%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,644 | $3,381-21.8% | $4,814-45.1% | $2,596+1.8% |
| Participant deferral / active EE | $3,527 | $6,110-42.3% | $7,446-52.6% | $4,027-12.4% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |