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 6-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 | $18,176 | $133,958-86.4% | $112,228-83.8% | $134,475-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.29% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,656 | $4,038-59.0% | $3,635-54.4% | $4,740-65.1% |
| Participant deferral / active EE | $3,631 | $5,291-31.4% | $4,728-23.2% | $6,400-43.3% |
| Admin fee / account holder | $223 | $7,489-97.0% | $6,410-96.5% | $11,426-98.0% |