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 | $29,392 | $88,672-66.9% | $105,223-72.1% | $82,448-64.4% |
| Participation rate | 96.4% | 67.9%+28.5pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 24.52% | 30.86%-6.3pp | 180.65%-156.1pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,237 | $3,048-26.6% | $3,689-39.4% | $2,551-12.3% |
| Participant deferral / active EE | $3,048 | $4,036-24.5% | $5,072-39.9% | $4,139-26.4% |
| Admin fee / account holder | $4 | $7,146-99.9% | $8,859-100.0% | $7,234-99.9% |