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 | $45,083 | $99,652-54.8% | $78,778-42.8% | $147,584-69.5% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 12.15% | 47.28%-35.1pp | 35.62%-23.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,860 | $2,796-33.5% | $1,986-6.3% | $4,876-61.9% |
| Participant deferral / active EE | $4,790 | $3,664+30.8% | $2,958+61.9% | $5,439-11.9% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.8% | $10,885-99.9% |