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 | $53,929 | $74,888-28.0% | $71,209-24.3% | $142,382-62.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 15.35% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,065 | $2,854-27.6% | $2,721-24.1% | $4,299-52.0% |
| Participant deferral / active EE | $5,342 | $4,454+19.9% | $4,175+27.9% | $6,507-17.9% |
| Admin fee / account holder | $39 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |