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 | $45,508 | $232,540-80.4% | $185,117-75.4% | $147,584-69.2% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 13.69% | 43.03%-29.3pp | 40.50%-26.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,500 | $5,195-71.1% | $4,182-64.1% | $4,876-69.2% |
| Participant deferral / active EE | $1,898 | $5,834-67.5% | $5,045-62.4% | $5,439-65.1% |
| Admin fee / account holder | $211 | $10,275-97.9% | $8,159-97.4% | $10,885-98.1% |