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 | $27,226 | $69,207-60.7% | $64,056-57.5% | $139,434-80.5% |
| Participation rate | 88.2% | 75.6%+12.6pp | 72.3%+15.9pp | 80.3%+7.9pp |
| Annual return | 20.46% | 45.88%-25.4pp | 33.69%-13.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,653 | $3,182-48.0% | $2,747-39.8% | $4,751-65.2% |
| Participant deferral / active EE | $5,102 | $4,682+9.0% | $3,880+31.5% | $6,710-24.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |