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 8-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 | $43,492 | $167,484-74.0% | $151,611-71.3% | $134,475-67.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.09% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,725 | $6,829-45.5% | $6,166-39.6% | $4,740-21.4% |
| Participant deferral / active EE | $19,218 | $8,986+113.9% | $8,363+129.8% | $6,400+200.3% |
| Admin fee / account holder | $55 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |