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 | $33,779 | $85,790-60.6% | $67,313-49.8% | $135,375-75.0% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -5.99% | -0.54%-5.5pp | -4.08%-1.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,692 | $3,487-51.5% | $2,566-34.0% | $4,779-64.6% |
| Participant deferral / active EE | $2,957 | $4,651-36.4% | $3,568-17.1% | $5,609-47.3% |
| Admin fee / account holder | $21 | $6,392-99.7% | $4,507-99.5% | $10,827-99.8% |