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 | $23,976 | $97,757-75.5% | $83,848-71.4% | $135,375-82.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -8.83% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $7,017 | $4,222+66.2% | $3,631+93.3% | $4,779+46.8% |
| Participant deferral / active EE | $3,000 | $4,682-35.9% | $4,082-26.5% | $5,609-46.5% |
| Admin fee / account holder | $96 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |