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 | $14,505 | $91,911-84.2% | $68,793-78.9% | $135,375-89.3% |
| Participation rate | 90.5% | 76.7%+13.7pp | 72.2%+18.2pp | 82.6%+7.8pp |
| Annual return | -7.19% | -8.22%+1.0pp | -4.63%-2.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $952 | $3,924-75.7% | $2,625-63.7% | $4,779-80.1% |
| Participant deferral / active EE | $5,267 | $4,315+22.1% | $3,311+59.1% | $5,609-6.1% |
| Admin fee / account holder | $276 | $9,240-97.0% | $5,131-94.6% | $10,827-97.4% |