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 | $73,953 | $71,883+2.9% | $86,677-14.7% | $68,494+8.0% |
| Participation rate | 70.6% | 72.2%-1.6pp | 76.6%-6.0pp | 67.9%+2.7pp |
| Annual return | -18.61% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,601 | $2,173-26.3% | $2,836-43.6% | $2,596-38.3% |
| Participant deferral / active EE | $3,084 | $3,779-18.4% | $4,656-33.8% | $4,027-23.4% |
| Admin fee / account holder | $6 | $6,112-99.9% | $7,493-99.9% | $5,403-99.9% |