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 | $51,402 | $96,635-46.8% | $86,612-40.7% | $139,434-63.1% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 16.01% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,104 | $3,263-66.2% | $3,022-63.5% | $4,751-76.8% |
| Participant deferral / active EE | $1,808 | $4,836-62.6% | $4,438-59.3% | $6,710-73.1% |
| Admin fee / account holder | $41 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |