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 | $87,142 | $43,723+99.3% | $121,196-28.1% | $64,186+35.8% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.7%+3.3pp | 69.6%+5.4pp |
| Annual return | -5.42% | 68.91%-74.3pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,778 | $1,296+37.1% | $4,022-55.8% | $2,381-25.3% |
| Participant deferral / active EE | $4,257 | $2,280+86.7% | $3,344+27.3% | $3,470+22.7% |
| Admin fee / account holder | $27 | $3,501-99.2% | $5,019-99.5% | $4,888-99.5% |