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 | $84,482 | $105,859-20.2% | $90,160-6.3% | $147,584-42.8% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 19.90% | 37.63%-17.7pp | 34.88%-15.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,146 | $4,126-48.0% | $3,318-35.3% | $4,876-56.0% |
| Participant deferral / active EE | $6,183 | $5,733+7.8% | $5,288+16.9% | $5,439+13.7% |
| Admin fee / account holder | $43 | $8,046-99.5% | $5,943-99.3% | $10,885-99.6% |