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 | $30,546 | $167,484-81.8% | $151,611-79.9% | $134,475-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.50% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,679 | $6,829-60.8% | $6,166-56.6% | $4,740-43.5% |
| Participant deferral / active EE | $3,406 | $8,986-62.1% | $8,363-59.3% | $6,400-46.8% |
| Admin fee / account holder | $130 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |