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 | $72,170 | $123,918-41.8% | $108,884-33.7% | $135,375-46.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 64.3%+35.7pp | 82.6%+17.4pp |
| Annual return | -10.75% | 0.89%-11.6pp | -0.99%-9.8pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,894 | $4,313-56.1% | $3,750-49.5% | $4,779-60.4% |
| Participant deferral / active EE | $4,810 | $6,949-30.8% | $6,178-22.1% | $5,609-14.2% |
| Admin fee / account holder | $0 | $8,592-100.0% | $7,560-100.0% | $10,827-100.0% |