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 | $55,236 | $117,841-53.1% | $102,423-46.1% | $145,922-62.1% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 14.80% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,928 | $3,615-46.7% | $3,023-36.2% | $4,660-58.6% |
| Participant deferral / active EE | $3,909 | $5,731-31.8% | $5,053-22.6% | $6,688-41.5% |
| Admin fee / account holder | $25 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |