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 | $44,522 | $129,217-65.5% | $93,406-52.3% | $158,922-72.0% |
| Participation rate | 70.0% | 71.0%-1.0pp | 66.8%+3.2pp | 82.0%-12.0pp |
| Annual return | 14.73% | 118.21%-103.5pp | 78.05%-63.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,788 | $2,711-34.0% | $2,075-13.8% | $4,761-62.4% |
| Participant deferral / active EE | $4,379 | $3,909+12.0% | $3,126+40.1% | $5,982-26.8% |
| Admin fee / account holder | $299 | $7,383-95.9% | $5,230-94.3% | $11,246-97.3% |