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 | $26,974 | $89,355-69.8% | $141,162-80.9% | $72,985-63.0% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 32.31% | 111.85%-79.5pp | 71.39%-39.1pp | 81.00%-48.7pp |
| Employer contribution / active EE | $2,348 | $3,114-24.6% | $4,735-50.4% | $2,440-3.8% |
| Participant deferral / active EE | $5,609 | $5,418+3.5% | $6,709-16.4% | $3,607+55.5% |
| Admin fee / account holder | $31 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |