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 | $52,150 | $158,817-67.2% | $121,196-57.0% | $135,375-61.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.28% | -0.64%-8.6pp | 16.93%-26.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $5,545 | $5,665-2.1% | $4,022+37.9% | $4,779+16.0% |
| Participant deferral / active EE | $9,241 | $4,005+130.7% | $3,344+176.3% | $5,609+64.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |