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 | $38,540 | $111,724-65.5% | $93,606-58.8% | $145,922-73.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.71% | 202.98%-187.3pp | 133.20%-117.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,004 | $3,090-35.1% | $2,420-17.2% | $4,660-57.0% |
| Participant deferral / active EE | $4,634 | $4,912-5.7% | $4,411+5.0% | $6,688-30.7% |
| Admin fee / account holder | $222 | $10,250-97.8% | $8,285-97.3% | $13,397-98.3% |