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 | $72,936 | $138,065-47.2% | $123,544-41.0% | $135,375-46.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.55% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,413 | $5,151-33.7% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $5,345 | $6,799-21.4% | $6,426-16.8% | $5,609-4.7% |
| Admin fee / account holder | $4 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |