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 | $27,697 | $133,958-79.3% | $112,228-75.3% | $134,475-79.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.58% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,051 | $4,038-49.2% | $3,635-43.6% | $4,740-56.7% |
| Participant deferral / active EE | $10,000 | $5,291+89.0% | $4,728+111.5% | $6,400+56.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |