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 | $39,231 | $82,286-52.3% | $68,791-43.0% | $134,475-70.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.44% | -2.19%-11.2pp | -6.38%-7.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,269 | $3,301-1.0% | $2,655+23.1% | $4,740-31.0% |
| Participant deferral / active EE | $6,074 | $4,739+28.2% | $3,941+54.1% | $6,400-5.1% |
| Admin fee / account holder | $58 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |