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 | $44,808 | $127,065-64.7% | $113,168-60.4% | $142,382-68.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.49% | 24.03%-13.5pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,523 | $3,442-55.8% | $2,975-48.8% | $4,299-64.6% |
| Participant deferral / active EE | $3,197 | $5,716-44.1% | $5,107-37.4% | $6,507-50.9% |
| Admin fee / account holder | $24 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |