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 5-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 | $128,232 | $129,942-1.3% | $104,294+23.0% | $134,475-4.6% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | -14.47% | 42.03%-56.5pp | 24.61%-39.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,423 | $4,184-66.0% | $3,372-57.8% | $4,740-70.0% |
| Participant deferral / active EE | $4,876 | $5,588-12.7% | $4,625+5.4% | $6,400-23.8% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |