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 | $45,883 | $88,751-48.3% | $81,812-43.9% | $145,922-68.6% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.3%+5.9pp | 80.3%-2.0pp |
| Annual return | 13.64% | 1025.40%-1011.8pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,021 | $3,083-66.9% | $2,912-64.9% | $4,660-78.1% |
| Participant deferral / active EE | $4,454 | $4,643-4.1% | $4,319+3.1% | $6,688-33.4% |
| Admin fee / account holder | $204 | $8,415-97.6% | $7,386-97.2% | $13,397-98.5% |