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 | $21,550 | $61,605-65.0% | $112,229-80.8% | $75,163-71.3% |
| Participation rate | 77.1% | 61.7%+15.4pp | 72.4%+4.7pp | 67.2%+9.9pp |
| Annual return | 18.93% | 28.47%-9.5pp | 30.20%-11.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,346 | $2,015-33.2% | $3,430-60.8% | $2,670-49.6% |
| Participant deferral / active EE | $1,995 | $3,108-35.8% | $4,798-58.4% | $4,125-51.6% |
| Admin fee / account holder | $110 | $4,862-97.7% | $7,748-98.6% | $5,651-98.0% |