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 | $38,680 | $140,588-72.5% | $123,104-68.6% | $125,391-69.2% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -2.56% | 16.80%-19.4pp | 13.22%-15.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,284 | $6,041-45.6% | $5,151-36.3% | $4,866-32.5% |
| Participant deferral / active EE | $5,286 | $6,980-24.3% | $6,230-15.1% | $5,352-1.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |