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 | $38,561 | $40,256-4.2% | $57,343-32.8% | $59,632-35.3% |
| Participation rate | 90.3% | 69.2%+21.1pp | 75.1%+15.2pp | 68.7%+21.7pp |
| Annual return | -0.86% | 27.49%-28.3pp | 24.39%-25.2pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,422 | $2,399+84.3% | $3,162+39.8% | $3,192+38.5% |
| Admin fee / account holder | $291 | $2,818-89.7% | $3,356-91.3% | $4,297-93.2% |