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 | $88,544 | $112,881-21.6% | $90,951-2.6% | $158,922-44.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.93% | 215.79%-208.9pp | 134.60%-127.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,394 | $2,893-17.3% | $2,122+12.8% | $4,761-49.7% |
| Participant deferral / active EE | $6,403 | $4,128+55.1% | $3,373+89.8% | $5,982+7.0% |
| Admin fee / account holder | $68 | $8,041-99.2% | $5,959-98.9% | $11,246-99.4% |