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 | $126,386 | $93,024+35.9% | $77,024+64.1% | $134,475-6.0% |
| Participation rate | 70.6% | 74.5%-3.9pp | 67.9%+2.7pp | 81.2%-10.6pp |
| Annual return | -14.75% | 62.60%-77.3pp | 42.32%-57.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,544 | $5,238+101.3% | $4,426+138.2% | $6,400+64.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |