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 | $40,427 | $77,899-48.1% | $149,673-73.0% | $75,163-46.2% |
| Participation rate | 73.2% | 65.6%+7.6pp | 78.8%-5.6pp | 67.2%+6.0pp |
| Annual return | 22.61% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,977 | $3,137-37.0% | $4,818-59.0% | $2,670-26.0% |
| Participant deferral / active EE | $4,229 | $3,411+24.0% | $5,680-25.5% | $4,125+2.5% |
| Admin fee / account holder | $8 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |