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 | $26,966 | $52,681-48.8% | $75,781-64.4% | $59,632-54.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -0.85% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $710 | $2,193-67.6% | $3,323-78.6% | $2,203-67.8% |
| Participant deferral / active EE | $1,415 | $2,591-45.4% | $3,651-61.2% | $3,192-55.7% |
| Admin fee / account holder | $199 | $3,610-94.5% | $5,299-96.2% | $4,297-95.4% |