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 | $23,752 | $92,222-74.2% | $76,768-69.1% | $135,375-82.5% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -5.10% | 5.46%-10.6pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $9,518 | $3,216+196.0% | $2,485+283.0% | $4,779+99.2% |
| Participant deferral / active EE | $4,586 | $4,509+1.7% | $3,852+19.1% | $5,609-18.2% |
| Admin fee / account holder | $25 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |