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 | $47,686 | $102,966-53.7% | $90,281-47.2% | $152,861-68.8% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 23.72% | 95.16%-71.4pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,526 | $3,139-51.4% | $2,854-46.6% | $4,762-68.0% |
| Participant deferral / active EE | $2,451 | $4,281-42.8% | $3,885-36.9% | $5,850-58.1% |
| Admin fee / account holder | $242 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |