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 | $15,720 | $90,320-82.6% | $59,496-73.6% | $125,391-87.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.79% | 369.13%-370.9pp | 182.05%-183.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $602 | $1,792-66.4% | $1,153-47.8% | $4,866-87.6% |
| Participant deferral / active EE | $2,416 | $2,716-11.0% | $1,829+32.1% | $5,352-54.9% |
| Admin fee / account holder | $175 | $3,063-94.3% | $2,232-92.2% | $9,540-98.2% |