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 9-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 | $210,035 | $95,862+119.1% | $79,550+164.0% | $134,475+56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.97% | -2.69%-17.3pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $16,818 | $3,128+437.6% | $2,413+596.9% | $4,740+254.8% |
| Participant deferral / active EE | $21,131 | $4,693+350.3% | $3,985+430.2% | $6,400+230.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |