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 | $42,446 | $135,635-68.7% | $110,238-61.5% | $135,375-68.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -5.99% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,251 | $4,906-54.1% | $3,826-41.2% | $4,779-52.9% |
| Participant deferral / active EE | $2,277 | $5,506-58.6% | $4,672-51.3% | $5,609-59.4% |
| Admin fee / account holder | $19 | $11,457-99.8% | $8,547-99.8% | $10,827-99.8% |