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 | $50,153 | $95,862-47.7% | $79,550-37.0% | $134,475-62.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -19.10% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,234 | $3,128+35.3% | $2,413+75.4% | $4,740-10.7% |
| Participant deferral / active EE | $3,276 | $4,693-30.2% | $3,985-17.8% | $6,400-48.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |