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 | $202,383 | $82,286+145.9% | $68,791+194.2% | $134,475+50.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.55% | -2.19%-13.4pp | -6.38%-9.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $26,609 | $3,301+706.2% | $2,655+902.1% | $4,740+461.4% |
| Participant deferral / active EE | $9,825 | $4,739+107.4% | $3,941+149.3% | $6,400+53.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |