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 9-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 | $48,430 | $92,222-47.5% | $76,768-36.9% | $135,375-64.2% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -6.48% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,370 | $3,216-26.3% | $2,485-4.6% | $4,779-50.4% |
| Participant deferral / active EE | $3,915 | $4,509-13.2% | $3,852+1.6% | $5,609-30.2% |
| Admin fee / account holder | $50 | $10,748-99.5% | $6,675-99.3% | $10,827-99.5% |