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 | $36,803 | $99,652-63.1% | $78,778-53.3% | $147,584-75.1% |
| Participation rate | 79.2% | 76.2%+2.9pp | 69.2%+10.0pp | 82.8%-3.7pp |
| Annual return | 16.63% | 47.28%-30.7pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,866 | $2,796-33.2% | $1,986-6.0% | $4,876-61.7% |
| Participant deferral / active EE | $4,414 | $3,664+20.5% | $2,958+49.2% | $5,439-18.8% |
| Admin fee / account holder | $279 | $7,155-96.1% | $5,134-94.6% | $10,885-97.4% |