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 | $45,833 | $167,307-72.6% | $143,757-68.1% | $134,475-65.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.52% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $5,963 | $5,619+6.1% | $4,951+20.4% | $4,740+25.8% |
| Participant deferral / active EE | $4,204 | $6,446-34.8% | $5,637-25.4% | $6,400-34.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |