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 | $61,169 | $138,065-55.7% | $123,544-50.5% | $135,375-54.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.94% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $5,946 | $5,151+15.4% | $4,628+28.5% | $4,779+24.4% |
| Participant deferral / active EE | $5,603 | $6,799-17.6% | $6,426-12.8% | $5,609-0.1% |
| Admin fee / account holder | $164 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |