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 | $95,820 | $167,307-42.7% | $143,757-33.3% | $134,475-28.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.15% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,117 | $5,619-62.3% | $4,951-57.3% | $4,740-55.3% |
| Participant deferral / active EE | $2,825 | $6,446-56.2% | $5,637-49.9% | $6,400-55.9% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |