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 | $20,594 | $84,695-75.7% | $73,843-72.1% | $125,391-83.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.78% | 3123.53%-3126.3pp | 2267.84%-2270.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $697 | $3,123-77.7% | $2,787-75.0% | $4,866-85.7% |
| Participant deferral / active EE | $3,969 | $3,992-0.6% | $3,583+10.8% | $5,352-25.8% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |