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 | $120,715 | $90,600+33.2% | $79,464+51.9% | $135,375-10.8% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -6.57% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,403 | $3,068+141.3% | $2,800+164.3% | $4,779+54.9% |
| Participant deferral / active EE | $10,954 | $4,050+170.4% | $3,704+195.7% | $5,609+95.3% |
| Admin fee / account holder | $195 | $5,907-96.7% | $5,113-96.2% | $10,827-98.2% |