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 | $50,876 | $138,065-63.2% | $123,544-58.8% | $135,375-62.4% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -4.21% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,182 | $5,151-57.6% | $4,628-52.8% | $4,779-54.3% |
| Participant deferral / active EE | $5,571 | $6,799-18.1% | $6,426-13.3% | $5,609-0.7% |
| Admin fee / account holder | $6 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |