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 | $49,995 | $167,307-70.1% | $143,757-65.2% | $134,475-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.68% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $6,013 | $5,619+7.0% | $4,951+21.5% | $4,740+26.9% |
| Participant deferral / active EE | $4,618 | $6,446-28.4% | $5,637-18.1% | $6,400-27.8% |
| Admin fee / account holder | $210 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |