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 | $37,262 | $99,032-62.4% | $80,019-53.4% | $135,375-72.5% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -6.26% | 15.39%-21.6pp | 11.22%-17.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,857 | $3,043-39.0% | $2,468-24.8% | $4,779-61.1% |
| Participant deferral / active EE | $6,548 | $4,282+52.9% | $3,686+77.7% | $5,609+16.7% |
| Admin fee / account holder | $5 | $10,436-100.0% | $6,521-99.9% | $10,827-100.0% |