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 | $129,329 | $99,032+30.6% | $80,019+61.6% | $135,375-4.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.13% | 15.39%-22.5pp | 11.22%-18.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $15,603 | $3,043+412.7% | $2,468+532.2% | $4,779+226.5% |
| Participant deferral / active EE | $5,353 | $4,282+25.0% | $3,686+45.2% | $5,609-4.6% |
| Admin fee / account holder | $74 | $10,436-99.3% | $6,521-98.9% | $10,827-99.3% |