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 | $59,125 | $92,703-36.2% | $82,719-28.5% | $134,475-56.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.55% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,588 | $3,274-20.9% | $3,009-14.0% | $4,740-45.4% |
| Participant deferral / active EE | $1,617 | $4,802-66.3% | $4,395-63.2% | $6,400-74.7% |
| Admin fee / account holder | $145 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |