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 | $45,905 | $180,449-74.6% | $154,107-70.2% | $135,375-66.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.26% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,177 | $6,035-30.8% | $5,298-21.2% | $4,779-12.6% |
| Participant deferral / active EE | $3,231 | $5,806-44.4% | $5,081-36.4% | $5,609-42.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |