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 | $52,530 | $112,881-53.5% | $90,951-42.2% | $158,922-66.9% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 16.43% | 215.79%-199.4pp | 134.60%-118.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,358 | $2,893-53.1% | $2,122-36.0% | $4,761-71.5% |
| Participant deferral / active EE | $2,435 | $4,128-41.0% | $3,373-27.8% | $5,982-59.3% |
| Admin fee / account holder | $98 | $8,041-98.8% | $5,959-98.4% | $11,246-99.1% |