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 | $102,444 | $140,588-27.1% | $123,104-16.8% | $125,391-18.3% |
| Participation rate | 94.4% | 88.2%+6.2pp | 86.8%+7.7pp | 83.2%+11.3pp |
| Annual return | -0.37% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,745 | $6,041-71.1% | $5,151-66.1% | $4,866-64.1% |
| Participant deferral / active EE | $3,085 | $6,980-55.8% | $6,230-50.5% | $5,352-42.4% |
| Admin fee / account holder | $222 | $11,198-98.0% | $9,015-97.5% | $9,540-97.7% |