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 | $44,557 | $117,983-62.2% | $101,794-56.2% | $142,382-68.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.43% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,048 | $2,773-62.2% | $2,289-54.2% | $4,299-75.6% |
| Participant deferral / active EE | $1,797 | $4,714-61.9% | $4,084-56.0% | $6,507-72.4% |
| Admin fee / account holder | $265 | $10,433-97.5% | $8,777-97.0% | $12,624-97.9% |