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 | $21,081 | $70,669-70.2% | $169,368-87.6% | $75,163-72.0% |
| Participation rate | 74.4% | 64.8%+9.6pp | 77.1%-2.7pp | 67.2%+7.2pp |
| Annual return | 27.24% | 36.36%-9.1pp | 405.60%-378.4pp | 160.62%-133.4pp |
| Employer contribution / active EE | $963 | $2,211-56.4% | $4,013-76.0% | $2,670-63.9% |
| Participant deferral / active EE | $5,009 | $4,311+16.2% | $6,221-19.5% | $4,125+21.4% |
| Admin fee / account holder | $104 | $5,402-98.1% | $9,003-98.8% | $5,651-98.2% |