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 | $47,066 | $103,376-54.5% | $87,100-46.0% | $152,861-69.2% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 24.49% | 28.10%-3.6pp | 28.19%-3.7pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,431 | $3,220-55.6% | $2,521-43.2% | $4,762-69.9% |
| Participant deferral / active EE | $6,246 | $4,778+30.7% | $4,049+54.3% | $5,850+6.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |