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 | $54,105 | $90,600-40.3% | $79,464-31.9% | $135,375-60.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.38% | 977.43%-977.8pp | 718.14%-718.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,807 | $3,068-41.1% | $2,800-35.5% | $4,779-62.2% |
| Participant deferral / active EE | $2,501 | $4,050-38.3% | $3,704-32.5% | $5,609-55.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |