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 | $40,397 | $100,773-59.9% | $88,946-54.6% | $142,382-71.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 16.12% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,109 | $2,918-27.7% | $2,555-17.5% | $4,299-50.9% |
| Participant deferral / active EE | $3,311 | $5,230-36.7% | $4,581-27.7% | $6,507-49.1% |
| Admin fee / account holder | $192 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |