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 | $30,347 | $65,685-53.8% | $57,179-46.9% | $273,961-88.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 10.40% | 21.99%-11.6pp | 14.59%-4.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,724 | $3,279-47.4% | $2,682-35.7% | $4,869-64.6% |
| Participant deferral / active EE | $3,614 | $3,782-4.4% | $3,096+16.7% | $5,287-31.7% |
| Admin fee / account holder | $230 | $4,835-95.3% | $3,139-92.7% | $10,132-97.7% |