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 | $40,772 | $115,770-64.8% | $101,248-59.7% | $158,922-74.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.22% | 56.14%-40.9pp | 46.47%-31.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,308 | $4,175-68.7% | $3,660-64.3% | $4,761-72.5% |
| Participant deferral / active EE | $3,163 | $4,957-36.2% | $4,370-27.6% | $5,982-47.1% |
| Admin fee / account holder | $155 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |