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 | $34,066 | $167,307-79.6% | $143,757-76.3% | $134,475-74.7% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -13.98% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,343 | $5,619-76.1% | $4,951-72.9% | $4,740-71.7% |
| Participant deferral / active EE | $6,540 | $6,446+1.5% | $5,637+16.0% | $6,400+2.2% |
| Admin fee / account holder | $186 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |