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 | $95,644 | $92,222+3.7% | $76,768+24.6% | $135,375-29.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.68% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,982 | $3,216-38.4% | $2,485-20.3% | $4,779-58.5% |
| Participant deferral / active EE | $3,696 | $4,509-18.0% | $3,852-4.1% | $5,609-34.1% |
| Admin fee / account holder | $191 | $10,748-98.2% | $6,675-97.1% | $10,827-98.2% |