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 | $78,566 | $95,862-18.0% | $79,550-1.2% | $134,475-41.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -16.98% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,706 | $3,128-45.4% | $2,413-29.3% | $4,740-64.0% |
| Participant deferral / active EE | $4,998 | $4,693+6.5% | $3,985+25.4% | $6,400-21.9% |
| Admin fee / account holder | $14 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |