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 | $52,359 | $127,386-58.9% | $115,037-54.5% | $125,391-58.2% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -2.66% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,585 | $5,166-69.3% | $4,608-65.6% | $4,866-67.4% |
| Participant deferral / active EE | $7,220 | $6,423+12.4% | $6,026+19.8% | $5,352+34.9% |
| Admin fee / account holder | $16 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |