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 | $43,906 | $92,222-52.4% | $76,768-42.8% | $135,375-67.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.57% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,787 | $3,216-44.4% | $2,485-28.1% | $4,779-62.6% |
| Participant deferral / active EE | $4,510 | $4,5090% | $3,852+17.1% | $5,609-19.6% |
| Admin fee / account holder | $14 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |