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 | $90,072 | $167,484-46.2% | $151,611-40.6% | $134,475-33.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.47% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $14,605 | $6,829+113.9% | $6,166+136.9% | $4,740+208.2% |
| Participant deferral / active EE | $12,178 | $8,986+35.5% | $8,363+45.6% | $6,400+90.3% |
| Admin fee / account holder | $42 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |