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 | $89,869 | $99,079-9.3% | $77,999+15.2% | $273,961-67.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 4.93% | 217.93%-213.0pp | 425.96%-421.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,215 | $3,308-33.0% | $2,470-10.3% | $4,869-54.5% |
| Participant deferral / active EE | $4,156 | $4,306-3.5% | $3,497+18.9% | $5,287-21.4% |
| Admin fee / account holder | $117 | $8,954-98.7% | $5,480-97.9% | $10,132-98.8% |