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 | $53,377 | $62,586-14.7% | $76,768-30.5% | $64,186-16.8% |
| Participation rate | 94.1% | 72.8%+21.3pp | 77.0%+17.2pp | 69.6%+24.5pp |
| Annual return | -4.31% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,941 | $1,832+6.0% | $2,485-21.9% | $2,381-18.5% |
| Participant deferral / active EE | $3,467 | $3,145+10.2% | $3,852-10.0% | $3,470-0.1% |
| Admin fee / account holder | $26 | $4,667-99.4% | $6,675-99.6% | $4,888-99.5% |