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 | $18,706 | $175,202-89.3% | $149,673-87.5% | $139,434-86.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.61% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,472 | $5,474-73.1% | $4,818-69.4% | $4,751-69.0% |
| Participant deferral / active EE | $3,263 | $6,519-49.9% | $5,680-42.6% | $6,710-51.4% |
| Admin fee / account holder | $174 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |