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 | $229,436 | $97,757+134.7% | $83,848+173.6% | $135,375+69.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.55% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $10,642 | $4,222+152.1% | $3,631+193.1% | $4,779+122.7% |
| Participant deferral / active EE | $11,078 | $4,682+136.6% | $4,082+171.4% | $5,609+97.5% |
| Admin fee / account holder | $255 | $6,674-96.2% | $5,478-95.3% | $10,827-97.6% |