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 | $47,181 | $185,822-74.6% | $169,993-72.2% | $139,434-66.2% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 16.83% | 60.50%-43.7pp | 53.37%-36.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,915 | $7,590-74.8% | $6,785-71.8% | $4,751-59.7% |
| Participant deferral / active EE | $4,423 | $11,622-61.9% | $10,408-57.5% | $6,710-34.1% |
| Admin fee / account holder | $256 | $15,381-98.3% | $12,815-98.0% | $11,403-97.8% |