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 10-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 | $139,917 | $180,449-22.5% | $154,107-9.2% | $135,375+3.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.02% | 888.09%-890.1pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $7,054 | $6,035+16.9% | $5,298+33.1% | $4,779+47.6% |
| Participant deferral / active EE | $5,426 | $5,806-6.6% | $5,081+6.8% | $5,609-3.3% |
| Admin fee / account holder | $124 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |