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 | $26,413 | $77,419-65.9% | $69,455-62.0% | $152,861-82.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 26.66% | 39.06%-12.4pp | 28.97%-2.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,324 | $3,315-29.9% | $2,779-16.4% | $4,762-51.2% |
| Participant deferral / active EE | $4,628 | $4,414+4.9% | $3,535+30.9% | $5,850-20.9% |
| Admin fee / account holder | $49 | $6,207-99.2% | $3,839-98.7% | $11,596-99.6% |