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 8-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 | $18,942 | $102,616-81.5% | $81,983-76.9% | $158,922-88.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.2%+0.8pp | 82.0%-12.0pp |
| Annual return | 15.88% | 61.04%-45.2pp | 41.31%-25.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,769 | $3,240-14.5% | $2,498+10.9% | $4,761-41.8% |
| Participant deferral / active EE | $4,088 | $4,648-12.1% | $3,722+9.8% | $5,982-31.7% |
| Admin fee / account holder | $162 | $8,235-98.0% | $5,664-97.1% | $11,246-98.6% |