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 | $44,802 | $74,888-40.2% | $71,209-37.1% | $142,382-68.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 13.21% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,795 | $2,854-37.1% | $2,721-34.0% | $4,299-58.3% |
| Participant deferral / active EE | $866 | $4,454-80.6% | $4,175-79.3% | $6,507-86.7% |
| Admin fee / account holder | $299 | $5,568-94.6% | $5,349-94.4% | $12,624-97.6% |