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 | $142,313 | $158,817-10.4% | $121,196+17.4% | $135,375+5.1% |
| Participation rate | 90.0% | 79.3%+10.7pp | 71.7%+18.3pp | 82.6%+7.4pp |
| Annual return | -4.28% | -0.64%-3.6pp | 16.93%-21.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $6,976 | $5,665+23.1% | $4,022+73.5% | $4,779+46.0% |
| Participant deferral / active EE | $11,730 | $4,005+192.9% | $3,344+250.7% | $5,609+109.1% |
| Admin fee / account holder | $24 | $6,512-99.6% | $5,019-99.5% | $10,827-99.8% |