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 | $76,037 | $180,449-57.9% | $154,107-50.7% | $135,375-43.8% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -6.75% | 888.09%-894.8pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,553 | $6,035-24.6% | $5,298-14.1% | $4,779-4.7% |
| Participant deferral / active EE | $2,796 | $5,806-51.8% | $5,081-45.0% | $5,609-50.1% |
| Admin fee / account holder | $297 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |