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 | $32,915 | $168,632-80.5% | $147,614-77.7% | $125,391-73.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.48% | 77.65%-80.1pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $5,829 | $6,252-6.8% | $5,564+4.7% | $4,866+19.8% |
| Participant deferral / active EE | $5,903 | $5,507+7.2% | $4,895+20.6% | $5,352+10.3% |
| Admin fee / account holder | $162 | $13,580-98.8% | $11,611-98.6% | $9,540-98.3% |