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 | $191,504 | $167,307+14.5% | $143,757+33.2% | $134,475+42.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -12.93% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,214 | $5,619-78.4% | $4,951-75.5% | $4,740-74.4% |
| Participant deferral / active EE | $8,108 | $6,446+25.8% | $5,637+43.8% | $6,400+26.7% |
| Admin fee / account holder | $78 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |