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 | $9,539 | $42,383-77.5% | $76,523-87.5% | $64,186-85.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -8.38% | -16.54%+8.2pp | -0.27%-8.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,089 | $1,563-30.3% | $2,647-58.8% | $2,381-54.2% |
| Participant deferral / active EE | $2,449 | $2,566-4.6% | $3,835-36.2% | $3,470-29.4% |
| Admin fee / account holder | $193 | $3,198-94.0% | $4,848-96.0% | $4,888-96.1% |