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 | $27,674 | $140,578-80.3% | $100,671-72.5% | $125,391-77.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.15% | 24.67%-26.8pp | 20.43%-22.6pp | 282.22%-284.4pp |
| Employer contribution / active EE | $898 | $5,965-84.9% | $4,012-77.6% | $4,866-81.5% |
| Participant deferral / active EE | $1,219 | $3,981-69.4% | $3,144-61.2% | $5,352-77.2% |
| Admin fee / account holder | $2 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |