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 | $58,321 | $100,773-42.1% | $88,946-34.4% | $142,382-59.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.07% | 70.18%-51.1pp | 57.82%-38.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,101 | $2,918-62.3% | $2,555-56.9% | $4,299-74.4% |
| Participant deferral / active EE | $10,597 | $5,230+102.6% | $4,581+131.3% | $6,507+62.8% |
| Admin fee / account holder | $72 | $9,693-99.3% | $8,261-99.1% | $12,624-99.4% |