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 | $43,271 | $85,766-49.5% | $136,294-68.3% | $70,131-38.3% |
| Participation rate | 70.1% | 74.2%-4.0pp | 81.9%-11.8pp | 69.5%+0.6pp |
| Annual return | 17.62% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $908 | $2,966-69.4% | $4,695-80.7% | $2,342-61.3% |
| Participant deferral / active EE | $3,483 | $5,051-31.1% | $6,247-44.3% | $3,332+4.5% |
| Admin fee / account holder | $255 | $5,420-95.3% | $9,243-97.2% | $4,645-94.5% |