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 7-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 | $123,837 | $190,805-35.1% | $159,960-22.6% | $134,475-7.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.58% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,340 | $4,995-73.2% | $4,226-68.3% | $4,740-71.7% |
| Participant deferral / active EE | $18,192 | $6,923+162.8% | $6,182+194.3% | $6,400+184.3% |
| Admin fee / account holder | $55 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |