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 | $28,125 | $232,540-87.9% | $185,117-84.8% | $147,584-80.9% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 18.35% | 43.03%-24.7pp | 40.50%-22.1pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,155 | $5,195-77.8% | $4,182-72.4% | $4,876-76.3% |
| Participant deferral / active EE | $1,544 | $5,834-73.5% | $5,045-69.4% | $5,439-71.6% |
| Admin fee / account holder | $42 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |