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 | $111,353 | $87,540+27.2% | $75,781+46.9% | $125,391-11.2% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -2.52% | 13.48%-16.0pp | 9.68%-12.2pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,596 | $3,930-59.4% | $3,323-52.0% | $4,866-67.2% |
| Participant deferral / active EE | $3,952 | $4,229-6.6% | $3,651+8.2% | $5,352-26.2% |
| Admin fee / account holder | $83 | $6,502-98.7% | $5,299-98.4% | $9,540-99.1% |