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 | $59,720 | $100,773-40.7% | $88,946-32.9% | $142,382-58.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 30.62% | 70.18%-39.6pp | 57.82%-27.2pp | 217.08%-186.5pp |
| Employer contribution / active EE | $2,295 | $2,918-21.3% | $2,555-10.2% | $4,299-46.6% |
| Participant deferral / active EE | $6,731 | $5,230+28.7% | $4,581+46.9% | $6,507+3.4% |
| Admin fee / account holder | $171 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |