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 | $64,773 | $190,805-66.1% | $159,960-59.5% | $134,475-51.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.54% | 552.23%-565.8pp | 408.60%-422.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $10,240 | $4,995+105.0% | $4,226+142.3% | $4,740+116.0% |
| Participant deferral / active EE | $5,594 | $6,923-19.2% | $6,182-9.5% | $6,400-12.6% |
| Admin fee / account holder | $73 | $10,471-99.3% | $8,698-99.2% | $11,426-99.4% |