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 | $20,189 | $93,346-78.4% | $71,796-71.9% | $273,961-92.6% |
| Participation rate | 72.2% | 76.5%-4.3pp | 69.1%+3.1pp | 83.0%-10.8pp |
| Annual return | 12.15% | 130.39%-118.2pp | 78.04%-65.9pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,020 | $2,733-26.1% | $1,924+5.0% | $4,869-58.5% |
| Participant deferral / active EE | $4,023 | $3,475+15.8% | $2,794+43.9% | $5,287-23.9% |
| Admin fee / account holder | $8 | $6,571-99.9% | $4,815-99.8% | $10,132-99.9% |