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 | $41,893 | $100,004-58.1% | $81,438-48.6% | $145,959-71.3% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 12.51% | 34.34%-21.8pp | 24.74%-12.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,029 | $2,970-31.7% | $2,460-17.5% | $4,661-56.5% |
| Participant deferral / active EE | $4,402 | $4,603-4.4% | $3,883+13.4% | $6,689-34.2% |
| Admin fee / account holder | $25 | $8,202-99.7% | $5,764-99.6% | $13,398-99.8% |