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 | $157,596 | $167,307-5.8% | $143,757+9.6% | $134,475+17.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -14.88% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,069 | $5,619-45.4% | $4,951-38.0% | $4,740-35.3% |
| Participant deferral / active EE | $5,959 | $6,446-7.5% | $5,637+5.7% | $6,400-6.9% |
| Admin fee / account holder | $49 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |