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 | $101,854 | $180,449-43.6% | $154,107-33.9% | $135,375-24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.95% | 888.09%-893.0pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,941 | $6,035-67.8% | $5,298-63.4% | $4,779-59.4% |
| Participant deferral / active EE | $11,325 | $5,806+95.1% | $5,081+122.9% | $5,609+101.9% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |