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 | $59,031 | $86,699-31.9% | $73,307-19.5% | $125,391-52.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.67% | 2.78%-3.4pp | 5.67%-6.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,523 | $4,152-63.3% | $3,237-52.9% | $4,866-68.7% |
| Participant deferral / active EE | $9,047 | $5,550+63.0% | $4,991+81.3% | $5,352+69.1% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |