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 | $40,518 | $107,015-62.1% | $73,545-44.9% | $147,584-72.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 19.81% | 38.25%-18.4pp | -15.16%+35.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,024 | $1,760-41.8% | $1,219-16.0% | $4,876-79.0% |
| Participant deferral / active EE | $3,548 | $2,462+44.1% | $1,806+96.5% | $5,439-34.8% |
| Admin fee / account holder | $223 | $3,055-92.7% | $2,320-90.4% | $10,885-98.0% |