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 | $69,115 | $138,065-49.9% | $123,544-44.1% | $135,375-48.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -0.90% | 153.68%-154.6pp | 119.20%-120.1pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,980 | $5,151-42.2% | $4,628-35.6% | $4,779-37.6% |
| Participant deferral / active EE | $5,678 | $6,799-16.5% | $6,426-11.6% | $5,609+1.2% |
| Admin fee / account holder | $192 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |