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 | $80,213 | $67,411+19.0% | $91,001-11.9% | $70,131+14.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.57% | -40.16%+59.7pp | 4.60%+15.0pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,952 | $1,786+177.2% | $2,456+101.6% | $2,342+111.4% |
| Participant deferral / active EE | $12,935 | $2,823+358.2% | $3,547+264.6% | $3,332+288.2% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |