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 8-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 | $22,575 | $85,022-73.4% | $70,515-68.0% | $139,434-83.8% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 17.45% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,679 | $3,909-57.0% | $2,973-43.5% | $4,751-64.7% |
| Participant deferral / active EE | $2,222 | $5,890-62.3% | $4,567-51.3% | $6,710-66.9% |
| Admin fee / account holder | $234 | $8,906-97.4% | $6,412-96.4% | $11,403-97.9% |