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 | $85,030 | $69,518+22.3% | $59,878+42.0% | $135,375-37.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.23% | 7.94%-15.2pp | 3.46%-10.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,231 | $3,235-31.0% | $2,722-18.0% | $4,779-53.3% |
| Participant deferral / active EE | $4,034 | $4,206-4.1% | $3,402+18.6% | $5,609-28.1% |
| Admin fee / account holder | $21 | $5,734-99.6% | $3,590-99.4% | $10,827-99.8% |