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 | $29,805 | $102,966-71.1% | $90,281-67.0% | $152,861-80.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 22.24% | 95.16%-72.9pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $880 | $3,139-72.0% | $2,854-69.2% | $4,762-81.5% |
| Participant deferral / active EE | $2,183 | $4,281-49.0% | $3,885-43.8% | $5,850-62.7% |
| Admin fee / account holder | $234 | $6,171-96.2% | $5,351-95.6% | $11,596-98.0% |