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 | $53,168 | $96,484-44.9% | $75,886-29.9% | $152,861-65.2% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.4%-4.7pp |
| Annual return | 23.04% | 33.98%-10.9pp | 30.76%-7.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,274 | $3,309-61.5% | $2,500-49.0% | $4,762-73.2% |
| Participant deferral / active EE | $2,892 | $4,553-36.5% | $3,603-19.7% | $5,850-50.6% |
| Admin fee / account holder | $144 | $8,078-98.2% | $5,418-97.3% | $11,596-98.8% |