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 7-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 | $25,186 | $82,664-69.5% | $125,339-79.9% | $68,494-63.2% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -14.35% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,416 | $3,381-28.5% | $4,814-49.8% | $2,596-6.9% |
| Participant deferral / active EE | $9,125 | $6,110+49.3% | $7,446+22.5% | $4,027+126.6% |
| Admin fee / account holder | $234 | $6,275-96.3% | $10,010-97.7% | $5,403-95.7% |