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 | $69,953 | $83,337-16.1% | $67,834+3.1% | $273,961-74.5% |
| Participation rate | 78.6% | 76.4%+2.1pp | 68.8%+9.8pp | 83.0%-4.4pp |
| Annual return | 5.80% | 259.45%-253.6pp | 138.47%-132.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,602 | $3,287-20.8% | $2,403+8.3% | $4,869-46.5% |
| Participant deferral / active EE | $5,134 | $4,088+25.6% | $3,160+62.5% | $5,287-2.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |