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 | $63,060 | $167,307-62.3% | $143,757-56.1% | $134,475-53.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.68% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,068 | $5,619-63.2% | $4,951-58.2% | $4,740-56.4% |
| Participant deferral / active EE | $7,446 | $6,446+15.5% | $5,637+32.1% | $6,400+16.3% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |