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 6-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 | $26,046 | $167,307-84.4% | $143,757-81.9% | $134,475-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.89% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,319 | $5,619-58.7% | $4,951-53.2% | $4,740-51.1% |
| Participant deferral / active EE | $8,858 | $6,446+37.4% | $5,637+57.1% | $6,400+38.4% |
| Admin fee / account holder | $8 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |