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 | $157,299 | $180,449-12.8% | $154,107+2.1% | $135,375+16.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.72% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $13,357 | $6,035+121.3% | $5,298+152.1% | $4,779+179.5% |
| Participant deferral / active EE | $17,548 | $5,806+202.2% | $5,081+245.4% | $5,609+212.9% |
| Admin fee / account holder | $8 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |