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 | $118,951 | $168,632-29.5% | $147,614-19.4% | $125,391-5.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.27% | 77.65%-78.9pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $7,998 | $6,252+27.9% | $5,564+43.7% | $4,866+64.4% |
| Participant deferral / active EE | $5,590 | $5,507+1.5% | $4,895+14.2% | $5,352+4.4% |
| Admin fee / account holder | $90 | $13,580-99.3% | $11,611-99.2% | $9,540-99.1% |