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 | $78,144 | $102,616-23.8% | $81,983-4.7% | $158,922-50.8% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.2%+7.7pp | 82.0%-5.0pp |
| Annual return | 9.13% | 61.04%-51.9pp | 41.31%-32.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,595 | $3,240-50.8% | $2,498-36.1% | $4,761-66.5% |
| Participant deferral / active EE | $4,009 | $4,648-13.8% | $3,722+7.7% | $5,982-33.0% |
| Admin fee / account holder | $55 | $8,235-99.3% | $5,664-99.0% | $11,246-99.5% |