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 8-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 | $136,989 | $152,509-10.2% | $117,472+16.6% | $134,475+1.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.92% | 52.99%-70.9pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $10,095 | $5,571+81.2% | $4,176+141.7% | $4,740+113.0% |
| Participant deferral / active EE | $8,731 | $4,818+81.2% | $4,070+114.5% | $6,400+36.4% |
| Admin fee / account holder | $250 | $7,004-96.4% | $5,645-95.6% | $11,426-97.8% |