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 | $60,554 | $232,540-74.0% | $185,117-67.3% | $147,584-59.0% |
| Participation rate | 79.2% | 82.4%-3.2pp | 77.3%+1.9pp | 82.8%-3.7pp |
| Annual return | 12.46% | 43.03%-30.6pp | 40.50%-28.0pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,675 | $5,195-67.8% | $4,182-60.0% | $4,876-65.7% |
| Participant deferral / active EE | $4,117 | $5,834-29.4% | $5,045-18.4% | $5,439-24.3% |
| Admin fee / account holder | $102 | $10,275-99.0% | $8,159-98.8% | $10,885-99.1% |