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 9-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 | $18,951 | $158,817-88.1% | $121,196-84.4% | $135,375-86.0% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.7%+22.0pp | 82.6%+11.1pp |
| Annual return | -8.86% | -0.64%-8.2pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,909 | $5,665-66.3% | $4,022-52.5% | $4,779-60.0% |
| Participant deferral / active EE | $4,780 | $4,005+19.3% | $3,344+42.9% | $5,609-14.8% |
| Admin fee / account holder | $167 | $6,512-97.4% | $5,019-96.7% | $10,827-98.5% |