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 7-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 | $43,740 | $190,805-77.1% | $159,960-72.7% | $134,475-67.5% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -19.56% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,648 | $4,995-7.0% | $4,226+10.0% | $4,740-1.9% |
| Participant deferral / active EE | $11,237 | $6,923+62.3% | $6,182+81.8% | $6,400+75.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |