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 | $72,167 | $95,862-24.7% | $79,550-9.3% | $134,475-46.3% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -12.76% | -2.69%-10.1pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $978 | $3,128-68.7% | $2,413-59.5% | $4,740-79.4% |
| Participant deferral / active EE | $2,903 | $4,693-38.1% | $3,985-27.1% | $6,400-54.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |