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 | $49,938 | $107,334-53.5% | $92,893-46.2% | $152,861-67.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 23.99% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,982 | $4,221-53.0% | $3,653-45.7% | $4,762-58.4% |
| Participant deferral / active EE | $5,590 | $4,845+15.4% | $4,236+32.0% | $5,850-4.5% |
| Admin fee / account holder | $25 | $7,079-99.6% | $5,794-99.6% | $11,596-99.8% |