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 | $48,008 | $211,958-77.4% | $169,463-71.7% | $135,375-64.5% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -2.45% | 3.26%-5.7pp | 1.83%-4.3pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,258 | $5,120-55.9% | $4,159-45.7% | $4,779-52.7% |
| Participant deferral / active EE | $7,699 | $6,075+26.7% | $5,277+45.9% | $5,609+37.3% |
| Admin fee / account holder | $37 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |