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 | $43,194 | $138,065-68.7% | $123,544-65.0% | $135,375-68.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.98% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $5,308 | $5,151+3.0% | $4,628+14.7% | $4,779+11.1% |
| Participant deferral / active EE | $6,236 | $6,799-8.3% | $6,426-3.0% | $5,609+11.2% |
| Admin fee / account holder | $62 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |