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 | $25,100 | $95,862-73.8% | $79,550-68.4% | $134,475-81.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -19.62% | -2.69%-16.9pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,680 | $3,128-46.3% | $2,413-30.4% | $4,740-64.6% |
| Participant deferral / active EE | $4,553 | $4,693-3.0% | $3,985+14.2% | $6,400-28.9% |
| Admin fee / account holder | $262 | $9,126-97.1% | $6,832-96.2% | $11,426-97.7% |