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 | $36,111 | $102,966-64.9% | $90,281-60.0% | $152,861-76.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 23.06% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $579 | $3,139-81.5% | $2,854-79.7% | $4,762-87.8% |
| Participant deferral / active EE | $2,031 | $4,281-52.6% | $3,885-47.7% | $5,850-65.3% |
| Admin fee / account holder | $205 | $6,171-96.7% | $5,351-96.2% | $11,596-98.2% |