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 | $27,736 | $60,124-53.9% | $90,404-69.3% | $79,858-65.3% |
| Participation rate | 76.9% | 65.0%+11.9pp | 72.7%+4.2pp | 69.6%+7.3pp |
| Annual return | 21.62% | 71.94%-50.3pp | 1293.02%-1271.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,075 | $2,068-48.0% | $3,262-67.0% | $2,471-56.5% |
| Participant deferral / active EE | $1,699 | $2,938-42.2% | $3,963-57.1% | $3,740-54.6% |
| Admin fee / account holder | $268 | $3,976-93.3% | $5,611-95.2% | $5,306-94.9% |