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 | $25,673 | $64,307-60.1% | $57,343-55.2% | $125,391-79.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | -2.23% | 25.12%-27.4pp | 24.39%-26.6pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,082 | $3,193-34.8% | $2,689-22.6% | $4,866-57.2% |
| Participant deferral / active EE | $3,603 | $3,848-6.4% | $3,162+13.9% | $5,352-32.7% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |