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 | $39,465 | $142,344-72.3% | $119,609-67.0% | $134,475-70.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -19.54% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,861 | $5,222-45.2% | $4,232-32.4% | $4,740-39.6% |
| Participant deferral / active EE | $5,102 | $6,469-21.1% | $5,602-8.9% | $6,400-20.3% |
| Admin fee / account holder | $165 | $13,584-98.8% | $10,323-98.4% | $11,426-98.6% |