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 | $34,050 | $97,757-65.2% | $83,848-59.4% | $135,375-74.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -8.38% | 1287.37%-1295.7pp | 850.88%-859.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,944 | $4,222-54.0% | $3,631-46.5% | $4,779-59.3% |
| Participant deferral / active EE | $4,779 | $4,682+2.1% | $4,082+17.1% | $5,609-14.8% |
| Admin fee / account holder | $123 | $6,674-98.2% | $5,478-97.7% | $10,827-98.9% |