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 | $33,976 | $92,222-63.2% | $76,768-55.7% | $135,375-74.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,534 | $3,216-52.3% | $2,485-38.3% | $4,779-67.9% |
| Participant deferral / active EE | $3,698 | $4,509-18.0% | $3,852-4.0% | $5,609-34.1% |
| Admin fee / account holder | $197 | $10,748-98.2% | $6,675-97.0% | $10,827-98.2% |