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 | $90,443 | $138,065-34.5% | $123,544-26.8% | $135,375-33.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.16% | 153.68%-162.8pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,018 | $5,151-41.4% | $4,628-34.8% | $4,779-36.8% |
| Participant deferral / active EE | $4,176 | $6,799-38.6% | $6,426-35.0% | $5,609-25.6% |
| Admin fee / account holder | $108 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |