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 | $21,658 | $103,949-79.2% | $69,182-68.7% | $273,961-92.1% |
| Participation rate | 71.4% | 67.4%+4.1pp | 55.1%+16.3pp | 83.0%-11.6pp |
| Annual return | 10.36% | 35.28%-24.9pp | -21.93%+32.3pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,257 | $1,783-29.5% | $1,206+4.2% | $4,869-74.2% |
| Participant deferral / active EE | $1,993 | $2,716-26.6% | $1,897+5.1% | $5,287-62.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |