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 | $40,651 | $92,222-55.9% | $76,768-47.0% | $135,375-70.0% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -6.79% | 5.46%-12.3pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,828 | $3,216-43.1% | $2,485-26.4% | $4,779-61.7% |
| Participant deferral / active EE | $3,013 | $4,509-33.2% | $3,852-21.8% | $5,609-46.3% |
| Admin fee / account holder | $299 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |