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 | $30,453 | $62,586-51.3% | $76,768-60.3% | $64,186-52.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.79% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,291 | $1,832+79.7% | $2,485+32.4% | $2,381+38.2% |
| Participant deferral / active EE | $2,055 | $3,145-34.7% | $3,852-46.7% | $3,470-40.8% |
| Admin fee / account holder | $273 | $4,667-94.1% | $6,675-95.9% | $4,888-94.4% |