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 6-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 | $53,239 | $108,919-51.1% | $100,391-47.0% | $145,922-63.5% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 14.84% | 57.88%-43.0pp | 49.20%-34.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,927 | $8,445-6.1% | $8,082-1.9% | $6,688+18.5% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |