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 | $40,606 | $56,114-27.6% | $96,139-57.8% | $85,850-52.7% |
| Participation rate | 75.3% | 56.7%+18.6pp | 68.4%+6.9pp | 69.3%+6.0pp |
| Annual return | 42.14% | 42.30%-0.2pp | 191.94%-149.8pp | 318.53%-276.4pp |
| Employer contribution / active EE | $1,637 | $1,620+1.1% | $2,797-41.5% | $2,565-36.2% |
| Participant deferral / active EE | $2,511 | $2,859-12.2% | $4,349-42.3% | $3,952-36.5% |
| Admin fee / account holder | $61 | $3,768-98.4% | $5,537-98.9% | $6,260-99.0% |