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 | $28,369 | $52,519-46.0% | $155,790-81.8% | $59,632-52.4% |
| Participation rate | 80.0% | 61.7%+18.3pp | 76.1%+3.9pp | 68.7%+11.3pp |
| Annual return | 1.90% | 53.51%-51.6pp | 71.54%-69.6pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,586 | $3,084+48.7% | $4,797-4.4% | $3,192+43.7% |
| Admin fee / account holder | $232 | $3,540-93.5% | $7,478-96.9% | $4,297-94.6% |