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 | $228,946 | $158,817+44.2% | $121,196+88.9% | $135,375+69.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -1.10% | -0.64%-0.5pp | 16.93%-18.0pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,280 | $5,665-59.8% | $4,022-43.3% | $4,779-52.3% |
| Participant deferral / active EE | $7,634 | $4,005+90.6% | $3,344+128.3% | $5,609+36.1% |
| Admin fee / account holder | $4 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |