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 | $40,559 | $115,770-65.0% | $101,248-59.9% | $158,922-74.5% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 15.02% | 56.14%-41.1pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,698 | $4,175-59.3% | $3,660-53.6% | $4,761-64.3% |
| Participant deferral / active EE | $4,482 | $4,957-9.6% | $4,370+2.6% | $5,982-25.1% |
| Admin fee / account holder | $25 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |