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 | $58,892 | $117,841-50.0% | $102,423-42.5% | $145,922-59.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.21% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,627 | $3,615-55.0% | $3,023-46.2% | $4,660-65.1% |
| Participant deferral / active EE | $1,956 | $5,731-65.9% | $5,053-61.3% | $6,688-70.8% |
| Admin fee / account holder | $76 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |