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 | $31,134 | $65,703-52.6% | $94,224-67.0% | $59,632-47.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 17.30% | 5.22%+12.1pp | 10.68%+6.6pp | 2041.28%-2024.0pp |
| Employer contribution / active EE | $2,128 | $2,021+5.3% | $3,587-40.7% | $2,203-3.4% |
| Participant deferral / active EE | $4,905 | $3,143+56.1% | $4,320+13.5% | $3,192+53.7% |
| Admin fee / account holder | $233 | $4,264-94.5% | $6,269-96.3% | $4,297-94.6% |