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 | $89,518 | $167,484-46.6% | $151,611-41.0% | $134,475-33.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.38% | 7.80%-18.2pp | 3.33%-13.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $4,687 | $6,829-31.4% | $6,166-24.0% | $4,740-1.1% |
| Participant deferral / active EE | $10,128 | $8,986+12.7% | $8,363+21.1% | $6,400+58.3% |
| Admin fee / account holder | $163 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |