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 | $27,908 | $96,635-71.1% | $86,612-67.8% | $139,434-80.0% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 24.23% | 106.41%-82.2pp | 591.07%-566.8pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,802 | $3,263-44.8% | $3,022-40.4% | $4,751-62.1% |
| Participant deferral / active EE | $4,656 | $4,836-3.7% | $4,438+4.9% | $6,710-30.6% |
| Admin fee / account holder | $96 | $6,408-98.5% | $5,614-98.3% | $11,403-99.2% |