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 | $183,456 | $167,307+9.7% | $143,757+27.6% | $134,475+36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.59% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $11,425 | $5,619+103.3% | $4,951+130.8% | $4,740+141.1% |
| Participant deferral / active EE | $13,050 | $6,446+102.5% | $5,637+131.5% | $6,400+103.9% |
| Admin fee / account holder | $102 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |