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 5-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 | $38,332 | $110,094-65.2% | $151,611-74.7% | $68,494-44.0% |
| Participation rate | 76.9% | 84.0%-7.0pp | 87.5%-10.6pp | 67.9%+9.0pp |
| Annual return | -13.70% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,658 | $4,471-18.2% | $6,166-40.7% | $2,596+40.9% |
| Participant deferral / active EE | $7,539 | $6,527+15.5% | $8,363-9.9% | $4,027+87.2% |
| Admin fee / account holder | $38 | $7,719-99.5% | $11,616-99.7% | $5,403-99.3% |