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 | $47,188 | $90,600-47.9% | $79,464-40.6% | $135,375-65.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -7.08% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,722 | $3,068-43.9% | $2,800-38.5% | $4,779-64.0% |
| Participant deferral / active EE | $3,814 | $4,050-5.8% | $3,704+3.0% | $5,609-32.0% |
| Admin fee / account holder | $85 | $5,907-98.6% | $5,113-98.3% | $10,827-99.2% |