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 | $34,820 | $54,380-36.0% | $68,509-49.2% | $59,632-41.6% |
| Participation rate | 96.0% | 70.2%+25.8pp | 74.7%+21.3pp | 68.7%+27.3pp |
| Annual return | -1.95% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,475 | $1,539-4.1% | $2,278-35.2% | $2,203-33.0% |
| Participant deferral / active EE | $3,642 | $2,643+37.8% | $3,382+7.7% | $3,192+14.1% |
| Admin fee / account holder | $256 | $3,885-93.4% | $5,275-95.1% | $4,297-94.0% |