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 | $39,196 | $167,307-76.6% | $143,757-72.7% | $134,475-70.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.86% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,682 | $5,619-70.1% | $4,951-66.0% | $4,740-64.5% |
| Participant deferral / active EE | $4,106 | $6,446-36.3% | $5,637-27.2% | $6,400-35.8% |
| Admin fee / account holder | $180 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |