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 | $21,379 | $92,222-76.8% | $76,768-72.2% | $135,375-84.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.51% | 5.46%-14.0pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,300 | $3,216-28.5% | $2,485-7.4% | $4,779-51.9% |
| Participant deferral / active EE | $3,235 | $4,509-28.3% | $3,852-16.0% | $5,609-42.3% |
| Admin fee / account holder | $298 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |