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 | $45,227 | $62,586-27.7% | $76,768-41.1% | $64,186-29.5% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -4.68% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $464 | $1,832-74.7% | $2,485-81.3% | $2,381-80.5% |
| Participant deferral / active EE | $4,289 | $3,145+36.4% | $3,852+11.4% | $3,470+23.6% |
| Admin fee / account holder | $282 | $4,667-94.0% | $6,675-95.8% | $4,888-94.2% |