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 9-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 | $111,565 | $142,344-21.6% | $119,609-6.7% | $134,475-17.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.61% | -12.44%-1.2pp | -14.97%+1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,120 | $5,222-40.3% | $4,232-26.3% | $4,740-34.2% |
| Participant deferral / active EE | $7,800 | $6,469+20.6% | $5,602+39.2% | $6,400+21.9% |
| Admin fee / account holder | $30 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |