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 8-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 | $117,789 | $105,860+11.3% | $90,749+29.8% | $134,475-12.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -16.51% | -11.01%-5.5pp | -12.16%-4.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,888 | $3,462-45.5% | $2,921-35.3% | $4,740-60.2% |
| Participant deferral / active EE | $8,976 | $5,216+72.1% | $4,564+96.7% | $6,400+40.3% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |