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 | $40,690 | $106,515-61.8% | $96,683-57.9% | $139,434-70.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 22.16% | 38.43%-16.3pp | 35.69%-13.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,216 | $4,103-46.0% | $3,737-40.7% | $4,751-53.4% |
| Participant deferral / active EE | $7,492 | $5,454+37.4% | $4,878+53.6% | $6,710+11.6% |
| Admin fee / account holder | $144 | $7,877-98.2% | $6,730-97.9% | $11,403-98.7% |