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 | $127,455 | $85,022+49.9% | $70,515+80.7% | $139,434-8.6% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 16.98% | 30.38%-13.4pp | 32.77%-15.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,570 | $3,909-59.8% | $2,973-47.2% | $4,751-67.0% |
| Participant deferral / active EE | $4,478 | $5,890-24.0% | $4,567-1.9% | $6,710-33.3% |
| Admin fee / account holder | $36 | $8,906-99.6% | $6,412-99.4% | $11,403-99.7% |