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 | $28,777 | $105,998-72.9% | $92,233-68.8% | $147,584-80.5% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 18.22% | 50.05%-31.8pp | 176.28%-158.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,438 | $4,333-66.8% | $3,679-60.9% | $4,876-70.5% |
| Participant deferral / active EE | $2,843 | $4,478-36.5% | $3,897-27.0% | $5,439-47.7% |
| Admin fee / account holder | $177 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |