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 | $30,761 | $116,175-73.5% | $93,606-67.1% | $152,861-79.9% |
| Participation rate | 70.8% | 78.0%-7.2pp | 75.8%-5.0pp | 82.4%-11.6pp |
| Annual return | 16.09% | 35.96%-19.9pp | 32.76%-16.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,052 | $3,218-67.3% | $2,718-61.3% | $4,762-77.9% |
| Participant deferral / active EE | $2,305 | $4,603-49.9% | $4,069-43.3% | $5,850-60.6% |
| Admin fee / account holder | $24 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |