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 7-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 | $76,286 | $95,862-20.4% | $79,550-4.1% | $134,475-43.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.92% | -2.69%-5.2pp | 0.16%-8.1pp | 417.96%-425.9pp |
| Employer contribution / active EE | $992 | $3,128-68.3% | $2,413-58.9% | $4,740-79.1% |
| Participant deferral / active EE | $1,918 | $4,693-59.1% | $3,985-51.9% | $6,400-70.0% |
| Admin fee / account holder | $13 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |