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 | $116,864 | $84,527+38.3% | $67,711+72.6% | $125,391-6.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.02% | 2.57%-5.6pp | 25.41%-28.4pp | 282.22%-285.2pp |
| Employer contribution / active EE | $3,069 | $3,292-6.8% | $2,559+19.9% | $4,866-36.9% |
| Participant deferral / active EE | $7,673 | $4,429+73.2% | $3,585+114.0% | $5,352+43.4% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |