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 | $82,428 | $99,032-16.8% | $80,019+3.0% | $135,375-39.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.87% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,323 | $3,043-23.7% | $2,468-5.9% | $4,779-51.4% |
| Participant deferral / active EE | $6,881 | $4,282+60.7% | $3,686+86.7% | $5,609+22.7% |
| Admin fee / account holder | $166 | $10,436-98.4% | $6,521-97.5% | $10,827-98.5% |