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 | $22,662 | $90,503-75.0% | $78,689-71.2% | $273,961-91.7% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 9.10% | 75.60%-66.5pp | 62.18%-53.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,560 | $3,176-50.9% | $2,851-45.3% | $4,869-68.0% |
| Participant deferral / active EE | $4,186 | $3,901+7.3% | $3,517+19.0% | $5,287-20.8% |
| Admin fee / account holder | $99 | $5,263-98.1% | $4,510-97.8% | $10,132-99.0% |