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 | $51,850 | $112,096-53.7% | $95,952-46.0% | $158,922-67.4% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 12.23% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,406 | $3,198-56.0% | $2,541-44.7% | $4,761-70.5% |
| Participant deferral / active EE | $4,023 | $4,784-15.9% | $4,167-3.4% | $5,982-32.7% |
| Admin fee / account holder | $116 | $10,130-98.9% | $6,795-98.3% | $11,246-99.0% |