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 | $25,267 | $84,696-70.2% | $75,696-66.6% | $167,490-84.9% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.8%+7.0pp | 82.1%-0.3pp |
| Annual return | 15.29% | 199.36%-184.1pp | 104.53%-89.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,599 | $3,230-50.5% | $2,743-41.7% | $4,837-66.9% |
| Participant deferral / active EE | $2,900 | $4,580-36.7% | $3,821-24.1% | $6,341-54.3% |
| Admin fee / account holder | $21 | $5,355-99.6% | $3,619-99.4% | $12,309-99.8% |