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 6-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 | $55,082 | $167,484-67.1% | $151,611-63.7% | $134,475-59.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -17.37% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,415 | $6,829-35.4% | $6,166-28.4% | $4,740-6.9% |
| Participant deferral / active EE | $11,515 | $8,986+28.1% | $8,363+37.7% | $6,400+79.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |