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 | $72,785 | $190,805-61.9% | $159,960-54.5% | $134,475-45.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.34% | 552.23%-559.6pp | 408.60%-415.9pp | 417.96%-425.3pp |
| Employer contribution / active EE | $7,372 | $4,995+47.6% | $4,226+74.4% | $4,740+55.5% |
| Participant deferral / active EE | $5,598 | $6,923-19.1% | $6,182-9.5% | $6,400-12.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |