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 5-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 | $25,260 | $167,484-84.9% | $151,611-83.3% | $134,475-81.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.11% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,224 | $6,829-67.4% | $6,166-63.9% | $4,740-53.1% |
| Participant deferral / active EE | $9,842 | $8,986+9.5% | $8,363+17.7% | $6,400+53.8% |
| Admin fee / account holder | $79 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |