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 | $33,234 | $90,503-63.3% | $78,689-57.8% | $273,961-87.9% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 8.83% | 75.60%-66.8pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,480 | $3,176-53.4% | $2,851-48.1% | $4,869-69.6% |
| Participant deferral / active EE | $4,345 | $3,901+11.4% | $3,517+23.5% | $5,287-17.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |