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 | $107,468 | $97,757+9.9% | $83,848+28.2% | $135,375-20.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.43% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,225 | $4,222+0.1% | $3,631+16.4% | $4,779-11.6% |
| Participant deferral / active EE | $6,225 | $4,682+32.9% | $4,082+52.5% | $5,609+11.0% |
| Admin fee / account holder | $229 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |