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 | $44,825 | $72,404-38.1% | $110,238-59.3% | $64,186-30.2% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | -7.58% | -6.29%-1.3pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,546 | $2,282+11.6% | $3,826-33.5% | $2,381+7.0% |
| Participant deferral / active EE | $1,750 | $3,469-49.6% | $4,672-62.5% | $3,470-49.6% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |