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 | $66,669 | $95,862-30.5% | $79,550-16.2% | $134,475-50.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.12% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,322 | $3,128-57.7% | $2,413-45.2% | $4,740-72.1% |
| Participant deferral / active EE | $7,471 | $4,693+59.2% | $3,985+87.5% | $6,400+16.7% |
| Admin fee / account holder | $265 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |