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 | $47,047 | $62,586-24.8% | $76,768-38.7% | $64,186-26.7% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | -4.45% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $654 | $1,832-64.3% | $2,485-73.7% | $2,381-72.5% |
| Participant deferral / active EE | $3,332 | $3,145+6.0% | $3,852-13.5% | $3,470-4.0% |
| Admin fee / account holder | $19 | $4,667-99.6% | $6,675-99.7% | $4,888-99.6% |